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Gifts of appreciated securities (stocks) are a popular alternative to making a cash gift as they may offer you additional tax advantages. In addition to receiving an income tax deduction for the full market value of the securities, you may also avoid capital gains on the appreciation of your stocks. If your donated securities are used to fund a charitable trust or gift annuity there may be estate and gift tax advantages as well.

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To make such a gift, do not sell the stock and donate the proceeds, as this will jeopardize your tax benefits. Instead, notify your broker and contact Becky Carlino in our Development Office at  jeb.washington@orpe.org.

 

Please be prepared to provide the following information:

1. Donor name

2. Broker name and contact

3. Name of stock(s) to be transferred

4. Number of shares and/or approximate value

5. Approximate date of transfer

 

This department will provide you the following information you will then provide to your broker to complete the transfer. After sending us an email we'll provide you the following information:

Account information: 

• Northern Trust Company

• DTC Number 

• Account Name and Number: 

• FBO Orpe Human Rights Advocates, Account Number 

 

Financial Institution Contact Information:

• Bank of America

• Attention Trust Department

• Transfer Contact

• Phone

• Fax

• Email

Administrator:

• Administrator Name

• Administrator Phone

• Fax

• Email

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