Gifting Shares of Stock
A gift of highly appreciated shares of stock (Common Stock, shares of Mutual Funds or shares in Exchange Traded Funds) that you have owned for 1 year or longer, is a great way to forever avoid capital gains taxation on those shares. The gift can be in the form of Publicly Traded shares or Private Held shares (though an appraisal, specific to the transaction, is needed for Privately Held shares)
To make a gift of stock, please contact your broker to arrange a stock transfer. Provide account information found below to your broker or financial advisor so they can transfer your gift directly to the NSCD.
Important Note: Please let the NSCD know the name of the stock and/or the number of shares you are transferring, as the bank only informs us of the shares received. Your notification to us helps us properly credit you for your thoughtful gift and send you a receipt. Thank you so much for your generosity!
STOCKS
Free Delivery from the donor’s existing brokerage firm to the National Sports Center for the Disabled.
- Charles Schwab
- Donations Account – 6377-6483
- Charles Schwab DTC: 0164
MUTUAL FUNDS
ACAT Partial Delivery from the donor’s existing brokerage firm to the National Sports Center for the Disabled.
- Charles Schwab
- Donations Account – 6377-6483
- Charles Schwab DTC: 0164
QUESTIONS & CONTACTS
If you have any questions regarding the transaction, please contact:
Bryan Cannon, Investment Advisor
Wealth Source
(561) 319-887
[email protected]
To notify the NSCD of your gift or if you have any questions regarding this process, please contact:
Julie Taulman, President & CEO
National Sports Center for the Disabled (NSCD)
(303) 633-5801
[email protected]
