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:
- Brokerage Account: MidFirst Bank 11198
- Contact: Kate Williams, Trust Officer | firstname.lastname@example.org, 303-376-3885
- Account Name: GLBT Community Center IMA
- DTC #: 2039
- Account #: 10-0236
Your broker may also ask for the following information:
Legal Name: The Gay, Lesbian, & Transgender Community Center of Colorado
Tax ID#: 84-0738879
Contact: Kristina Sickles, 303-733-7743, ext. 104
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 Kristina Sickles, Vice President of Development & Communication, at email@example.com or 303-951-5204.