When you transfer stocks directly to The Compassionate Friends, you can avoid capital gains taxes while making a meaningful impact on the lives of our families.
A gift of appreciated stock is one way to support TCF and also receive tax benefits. Donating appreciated stock to TCF allows you to claim a charitable deduction for the full fair market value of the stock that you donate. TCF has brokerage accounts set up to make giving easy and convenient. The Development Department staff is pleased to work with donors and their financial advisers to discuss gifts of stock and to assist with stock transfers.
If you are interested in making a gift of stock, you must initiate all securities donations with your broker and ensure that the stock is eligible for electronic delivery over the Deposit Trust Company (DTC) system (the fastest, most secure and cost effective method of donating securities).
Acknowledgment will be made in compliance with IRS regulation. Please consult with your tax advisor before making a charitable donation to any charity.
On the side, please add the details below so that it’s readily available on the page:
Stock Transfer Details:
Account Name: Compassionate Friends
Clearing Firm: Pershing LLC
Contact: John Wheeler
Contact Email: jwheeler@totuswm.com
Clearing Firm ID: 0443 (DTC)
Account Number: 3WC712533To help us ensure the gift is processed accurately, please provide TCF with the following information:
Donor Name, Address and Email
Name of Security and Number of Shares TransferredWith questions, please reach out to us at support@compassionatefriends.org or (202) 256-9426.
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