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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 |
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| Broker: |
The East-West Group at Greystone Consulting, at
Morgan Stanley Smith Barney, LLC
1050 Connecticut Avenue, NW
Suite 800
Washington, DC 20036 |
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| 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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