While 线上博彩平台排名 welcomes gifts of cash, there can be a more tax-beneficial way to gift larger amounts. Donating appreciated securities is beneficial for donors and charities. There are two key advantages:
- Any long-term appreciated securities with unrealized gains (meaning they were purchased over a year ago and have a current value greater than their original cost) may be donated to a public charity and a tax deduction taken for the full fair market value of the securities—up to 30% of the donor’s adjusted gross income.
- Because the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply. The more appreciation the securities have, the greater the savings will be.
Please be sure to consult an attorney or tax advisor regarding your specific legal or tax situation. The instructions to transfer securities to the Germantown Friends Account are below. Your broker will need the following information:
Raymond James & Associates, Inc.
One Pitcairn Place
165 Township Line Road, Suite 1500
Jenkintown, PA 19046
Contact: Jean Schneider
Jean.Schneider@raymondjames.com
Phone: 267-633-3426 | Toll-free: 844-298-7486
Fax: 844-599-3796
DTC Number: 0725
After requesting transfer, it is very important to call Ilana Goldfus, Director of Advancement Services, at 267-323-3556 with specifics of the securities being transferred (stock name, share quantity, as well as the date of instruction to your broker). This will enable us to track the stock once it is put into our account and to properly receipt you.