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Gifts of Stock
A gift of appreciated securities provides increased value to The Home at a decreased cost to you.
Other benefits include:
- A charitable income tax deduction for the fair market value of the gift securities.
- Elimination of capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds of the sale to The Home.
Stock Transfer Instructions
If you would kindly observe the following procedure, we will be able to handle your gift in the most efficient and accurate manner for all concerned.
1. Call or email Janet Suarez notifying us of your intention to make a transfer, the stock being transferred and the number of shares being transferred.
2. Provide your broker with the following information regarding The Home for Little Wanderers' Gift Account at RBC Dain Rauscher:
DTC Code: 235 Gift Account Number: 30079608 Tax Identification Number: 04-2104764
RBC Dain Rauscher contact:
Matt Williams, Client Associate RBC Dain Rauscher One Beacon Street Boston, MA 02108 617-725-2025 tel 617-725-1777 fax matt.willaims@rbcdain.com
Again, before initiating a transfer, or if you or your broker have any questions, please contact: Janet Suarez Director of Development Operations The Home for Little Wanderers 271 Huntington Avenue Boston, MA 02115 617-927-0663 jsuarez@thehome.org
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