Securely transfer securities to our investment account via DTC through your broker. Contact us to obtain our DTC and account numbers, as well as a summary of our investment strategy. Once your stock gift is processed, a donation acknowledgement receipt will be emailed to you with the details of the contribution.

Discuss the implications of your securities gift with your tax and/or financial advisor. Donating long-term appreciated stocks and other securities can have attractive tax advantages. For example, donations of securities minimize federal and state income taxes on the capital gains. Additionally, you can make a larger, more significant gift but at a fraction of the cost, given the original cost of the security. This information is not intended as tax or legal advice, and is not intended to guide individuals to avoid tax penalties or liabilities. To understand your specific tax situation, please confer with a trusted, certified tax, financial or legal professional.