Gifts of appreciated securities often have benefits not associated with gifts made by check or credit card. Those benefits can include avoidance of capital gains taxes on your stock’s increase in value since you purchased or received it and a federal income tax charitable deduction (if you itemize on your federal tax return) for the full fair market value on the date you convey that gift to Dup15q Alliance.
Please contact Tom Doyle, Finance Officer at firstname.lastname@example.org for personal assistance in making a gift of stocks or bonds. Then, contact your broker in writing with instructions to transfer (not sell) the specified stocks to Dup15q Alliance’s stock gift account, and include:
Washington Asset Management
DTC #0235 (RBC/JHS Capital Advisors)
Dup15q Alliance Account #866-17381
Brokers: Brian & Brad DiJulio
Phone: (425)646-6693 (Brad)