The gift of stocks and securities is a welcome gift to The Center. A gift of appreciated stocks can help you avoid capital gains taxes. If you hold securities that have declined in value and would like to make a gift, it may be to your advantage to sell and perhaps generate a tax-deductible loss.
Information for Your Broker:
Instruct your broker to deliver the shares via DTC (a standard practice of electronic transfer).
Your broker will need the following information about The Center:
- Receiving Firm Name: National Financial Services
- Account Name: Gay Lesbian Bisexual & Transgender Comm Ctr of CO
- DTC #: 0226
- Account #: 658-343123
- Contact: Karen Kreider, Trust Officer | karen.kreider@midfirst.com, 303-376-5473
Your broker may also ask for the following information:
Legal Name: The Gay, Lesbian, & Transgender Community Center of Colorado
Tax ID#: 84-0738879
Please notify The Center of your stock gift, as electronic stock transfers usually come to us without any donor identification. The TYPE of stock (company name) is also most helpful.
For more information, please contact development@lgbtqcolorado.org