Gifts of Stock
Charitable gifts of appreciated stocks, bonds, or mutual funds held for more than one year can provide special tax advantages. If you would like to make a gift of stock, please contact Lea Fitzpatrick, Director of Giving, by email or phone at 704.846.7292 with questions and to provide your broker with the information below so they can set up the transfer. We recommend donors consult with their tax advisor for more information regarding the deductibility of a gift of stock.
DTC#
Account #
Contact: (at brokerage firm)
Name
Company Mailing Address
Phone
Email