Gift of Appreciated Securities

Gifts of securities are easy to make and may offer you and your family significant tax advantages. You receive a full, fair-market value tax deduction and you avoid paying capital gain taxes on the appreciated value.

Simply contact your broker to determine which stocks and the number of shares to donate.

Benefits of Making a Stock Transfer Contribution

Reduce Capital Gains Tax
By donating your appreciated securities directly to Wrightstown Friends, you can reduce the capital gains tax you would owe if you sold the securities yourself. 

Enjoy a Last-Minute Tax Break
At the end of the calendar year when tax breaks and timing are critical, securities can be deducted on the date they are transferred to Wrightstown Friends. 

Claim the Market Value
By claiming the market value of securities, you can enjoy a charitable tax deduction equal to the average of the highest and lowest quoted sales price.

Provide your broker with the following transfer information:

Electronic Transfers
WFM Custodian
DTC #????
Account Number: ?????????
Account Name: Wrightstown Friends
Account Type: Non-Profit

By Regular Mail

Overnight Mail

Security Gifts that Require Special Handling