When you donate stocks and bonds to St. Vincent de Paul Georgia, your gift goes directly to the programs and services that change the lives of people in need.
A gift of appreciated securities also provides increased tax benefits to you. The benefits of gifting securities that you have owned for more than one year or have inherited are twofold: you are able to take a tax deduction for the current full market value of the securities and you avoid capital gains tax that is incurred when you sell a security.
How to Give Stock
1. Transfer shares to support the St. Vincent de Paul Georgia Community with the following information:
Brokerage House: Merrill Lynch
Account Name: Society of St. Vincent de Paul Georgia, Inc. (Tax ID# 58-0967972)
Account Number: 706-06812
DTC Number: 8862
Contact Name: Jacqueline Bowen
Contact Phone Number: 404-231-2410
Contact Email: Jacqueline_bowen@ml.com
2. Contact our Chief Development Officer
Contact our Chief Development Officer, Elizabeth Sirk at 770-366-2512 or firstname.lastname@example.org with the name of the stock and the number of shares you wish to donate. Donor information is not always included when stock gifts are received, so we appreciate notification about a forthcoming gift so we may properly acknowledge your gift.
*** If you would like your securities to be disbursed in your local St. Vincent de Paul community, please be sure to let Elizabeth know so we can pass the donation through accordingly.
3. Receive credit and an immediate tax deduction
Receive credit and an immediate tax deduction of your stock gift on the date it was transferred to St. Vincent de Paul Georgia. (Consult your tax advisor regarding limitations on deductions for gifts of securities held for less than one year.)