Stock Gifts

Gifts of appreciated stocks, bonds or real estate have significant tax advantages for the donor. The charitable tax deduction allowed is equal to the current fair market value of the gift, regardless of the original cost to the donor. Furthermore, the donor is exempt from capital gains taxes on the donated assets.

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

Acct Name:

Westminster Ingleside Foundation

Broker:

Ferris Baker Watts

Agent:

Hank Warner

Office:

1700 Pennsylvania Ave NW
Suite 700
Washington, DC 20006

Phone:

202-661-9559

Account#:

86852812

DTC#:

0039

Tax ID#:

54-1949766

 

 

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