Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Volunteers of America that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
| Information for Electronic Stock Transfer to Volunteers of America | |
|---|---|
| Account# | AX21740 |
| DTC# | 0221 |
| Tax ID# | 13-1692595 |
| Broker Address | UBS Financial Services 3455 Peachtree Road NE, Suite 1700 Atlanta, GA 30326 |
| Broker Telephone | (404) 760-3200, Fax (855) 394-6856 | Earle Dodd |
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Lizelle Pereria at 703-341-5071. The fax number is 703-341-7002. You may also send email using the Contact Us link on the navigation menu.
Thank you for your support of Volunteers of America.
Share
Print
PDF
Help