Charlotte Prep donors are discovering the ease and added benefits of giving gifts of appreciated securities. Often, giving a gift of securities will create tax savings for the donor. Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and entitle the donor to a tax deduction equal to the fair market value of the securities at the time of transfer.
A wire transfer is the easiest way to make a gift of securities.
To make a gift of eligible securities using Charlotte Prep's broker, please follow these instructions:
- Foward your broker a letter of instruction, including the specific name and number of the securities you are giving, requesting that the securities be transferred via DTC to:
W. Wells Van Pelt
Stifel, Nicolaus & Company, Inc.
6100 Fairview Road, Suite 100
Charlotte, NC 28210
Phone: (704) 554-6039
Our Account #: 44683118
- Email a copy of your letter of instruction to Liz Goldstein, Director of Finance and Operations(firstname.lastname@example.org)
Please contact our Development Office for additional details.