Support the Campaign by Donating Appreciated Securities
Why donate stocks and other marketable securities?
Normally, when a donor sells appreciated securities and donates the proceeds, the donor is subject to tax on the gains and, as a result, has less to contribute. However, when you donate securities to the TJHSST Partnership Fund (PF), a tax-exempt 501(c)(3) organization, you may be entitled to an income tax deduction for the full current market value of your gift, to the extent allowed by law, and capital gains tax may not apply. When donating securities, we recommend that you consult with your financial advisor, as individual circumstances vary.
It is easy, safe and cost effective to transfer securities electronically into the PF’s account. Here are the simple steps:
- Please notify the PF office in advance so that we can instruct our broker to accept delivery of your gift and acknowledge it properly for income tax purposes.Download the Stock Gift Donation Form.You may e-mail, fax, or mail the stock gift form to:
TJHSST Partnership Fund, Inc.
6065 Braddock Road, Alexandria, VA 22312-2291
- Inform your broker that you would like to make a gift of securities to the TJHSST Partnership Fund, Inc. Provide your broker with the following information:
Recipient Broker: Merrill Lynch, Pierce, Fenner, & Smith Inc
Attn: Richard Morrison
Account Name: TJHSST Partnership Fund, Inc.
Tax ID #: 54-1964039
Account Number: 86Q-02463 Clearing Agent: First Clearing LLC DTC Number: 5198