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Foundation

Gifts of Stock

Gifts during your lifetime of appreciated stocks, bonds, or real estate can have significant income tax advantages for the donor. The charitable deduction for income tax purposes is generally equal to the current fair market value of the gift. Furthermore, the donor is exempt from capital gains taxes on donated assets and the charitable recipient is not taxed if it sells the stock.

To transfer securities, please provide the following information to your broker:

Acct Name: Westminster Ingleside Foundation
Tax ID#: 54-1949766
WIF Account#: 179-2946C-10-607
DTC#: 0418
   
Broker: The East-West Group at Greystone Consulting, at
Morgan Stanley Smith Barney, LLC
1050 Connecticut Avenue, NW
Suite 800
Washington, DC 20036
   
Agent: Mr. Edward C. Tarbutton
Client Service Associate
Email edward.c.tarbutton@smithbarney.com
Phone: 202-861-5171
FAX: 202-861-5001
   
   

 

 

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