Charitable gifts of appreciated stocks, bonds, or mutual funds held for more than one year can provide special tax advantages. If you would like to make a gift of stock, please contact Rachel Presley, Director of Development & Marketing, by email with questions. Please provide your broker with the information below so they can set up the transfer. We recommend donors consult with their tax advisor for more information regarding the deductibility of a gift of stock.
Send to:
DTC #:
Account #:
Account Name:
Please note that mutual fund units cannot be electronically transferred via the same DTC (Depository Trust Company) processes as shares of stock. If the delivering broker/bank is ACATS (Automated Customer Account Transfer Service) eligible, they can deliver the mutual fund via ACATS using the below information:
Send to:
DTC #:
Account #:
Account Name:
If the delivering broker/bank is not ACATS eligible, please contact Allyson Keating to expedite the transfer. Gifts of mutual fund shares do take time to finalize, so advanced preparation is recommended when the timing of your gift is critical.
