When you donate securities held longer than one year, you avoid paying capital gains taxes and receive a charitable deduction for the full market value of the stock. Additionally, gifts of appreciated assets are deductible up to 30% of your adjusted gross income, and any excess may be carried over for use in future tax years.
The following information will enable your broker to facilitate an electronic stock transfer:
Brokerage Firm: Raymond James and Associates
DTC Number: 0725
Ref: Institute for Sustainable Communities
Account Number: 43143909
Tax ID: 22-3098727
Account Contact: Brigette White
Email: [email protected]
Phone: (802) 865-8055, ext. 2316
To ensure proper credit, please notify ISC when you make a gift.