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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:

  1. 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
    Phone: 703.750.8317
    Fax: 703.750.5010
    E-mail: eesmith@tjhsst.edu

  1. 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

    Wells Fargo Advisors, LLC,
    Hannah Mirzai
    703-760-6118
    Account Name:

    TJHSST Partnership Fund, Inc.
    Tax ID #: 54-1964039

    Account Number:

    7637-6881
    Clearing Agent:

    First Clearing LLC
    DTC Number: 0141