Gift of Stock
Gifts of appreciated securities can be a way for you to make an immediate, significant contribution to Water For People. Your donation will be eligible for a gift credit and an income tax deduction for the fair market value of the securities donated. Also, you will not pay capital gains tax on the securities you donate.
To make a gift of stock, you must first contact your broker to set up a stock transfer. Please provide the following account information to your broker or financial advisor in order for them to transfer your gift of stock to Water For People:
- UBS Financial Services, Inc
- Main contact at UBS Financial: Paul Arevian at (303) 820-5015
- DTC #: 0221
- Account #: AB-08668-15
- Account Name: Water For People General Reserve Account
- Water For People’s Tax ID Number: 84-1166148
If you have any other questions, please contact Caitlin Harris: (720) 488-4567 or firstname.lastname@example.org.