Gifts of stock and securities
A gift of appreciated securities such as stocks, mutual funds, and bonds can provide attractive benefits to the donor. An outright gift of long-term appreciated securities (securities held for more than a year) avoids capital gains taxes and, in many cases, the donor obtains a charitable income tax deduction equal to the market value of the donated securities.
Giving stock through electronic transfer is the easiest, and most expedient, method of giving when a donor maintains holdings in a brokered account. Depository Trust Company (DTC) is the clearinghouse for our electronic security transfers. Each brokerage firm has a specific DTC number.
When you wish to make a gift of stock, provide the following information to the transferring broker:
| Account Name: | Hospice & Palliative Care Charlotte Region |
| Account Number: | 14716132 |
| DTC Number: | 0141 |
| Clearing Broker: | Wachovia |
| Reference: | [Donor's name] |
Please alert Penelope Wilson at 704.335.4325 before the transfer so that we can make arrangements with our broker to receive the stock; without this information, we cannot issue a tax receipt.
When you call, please indicate the purpose of the contribution, such as whether it is an annual gift or if it is restricted to a specific project such as Levine & Dickson Hospice House, Kids Path® Pediatric Care, or another purpose.
If you have questions, please contact Penelope Wilson, Development Officer, at wilsonp@hpccr.org or 704.335.4325.
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