IMPORTANT: Please note the account information for transferring securities has changed. The instructions given below are accurate as of January 1, 2019
Giving appreciated securities is a tax-wise way to support DCD. For securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them, and you should have no capital gains tax obligation.
How to Give
To ensure that you receive proper credit and prompt acknowledgement of your gift, please contact Charles Rudnick, Director of Advancement, 781.915.2557 or firstname.lastname@example.org
, with the details of the transaction (number of shares, stock name, and gift date).
To make the transfer from your account to our account, please have your broker contact our agent at Ropes Wealth Advisors, LLC:
Ivy Fong Lo
ROPES WEALTH ADVISORS LLC
T +1 617 854 2983 F +1 617 235 0428
Prudential Tower, 800 Boylston Street
Boston, MA 02199-3600
A gift of appreciated securities may provide significant benefits to you as a contributor.
- No capital gains tax obligation
- Receive a charitable income-tax deduction for the full fair market value of the securities
- Benefit the DCD community
Please consult with your financial advisor before initiating a charitable-gift arrangement.