gifts of stock and securities
Gifts of appreciated securities are an easy way to make a gift to Birds Georgia. Giving stocks, bonds, or mutual fund shares can have tax advantages for you, and the capital gains are typically not subject to income tax.
Please check with your broker or accountant to see if a stock gift is right for you. Birds Georgia can offer you no tax advice.
We will be proud to acknowledge your gift, including the date the gift was received and the mean market value, for your tax reporting purposes. Please note that stock gifts sometimes require additional time to process and acknowledge appropriately.
To Make a Gift:
1) Inform Birds Georgia
To inform us of your donation, please contact our Development Department and provide the following information:
2) Inform Your Broker
Provide your broker with the following information:
Charles Schwab
DTC #: 0164
Birds Georgia Account #: 9391-1555
Birds Georgia Tax ID: 58-1834323
Download instructions for giving gifts of stock (pdf).
Thank you for your support!
Please check with your broker or accountant to see if a stock gift is right for you. Birds Georgia can offer you no tax advice.
We will be proud to acknowledge your gift, including the date the gift was received and the mean market value, for your tax reporting purposes. Please note that stock gifts sometimes require additional time to process and acknowledge appropriately.
To Make a Gift:
1) Inform Birds Georgia
To inform us of your donation, please contact our Development Department and provide the following information:
- The name of the stock/security
- The number of shares to be gifted
- Approximate value of your gift
- How the funds should be designated (unrestricted or to a specific program)
2) Inform Your Broker
Provide your broker with the following information:
Charles Schwab
DTC #: 0164
Birds Georgia Account #: 9391-1555
Birds Georgia Tax ID: 58-1834323
Download instructions for giving gifts of stock (pdf).
Thank you for your support!
