With electronic transfers, donating stock is as easy as a call to your broker with the following information:
DTC #: 0226
VERIS Wealth Partners (National Financial Services)
FAO: Peace Development Fund
Account #: 673-303496
Federal ID #: 042-738-794
You may contact our broker Steve Fahrer directly at Veris Wealth Partners, e-mail Steve Fahrer (sfahrer [at] veriswp [dot] com), phone 800-659-8189 or fax 212-346-0084.
Our auditor requires us to receive the following information for all gifts of stock. Please have your broker mail or fax us a letter stating the following:
Gifts of appreciated securities may be deducted at full market value on the date of transfer to Peace Development Fund. Give the Peace Development Fund a gift of stock that has increased in value and you may:
To receive the full tax benefit, it is very important that you donate your appreciated stock directly to PDF and have us sell it.
If you have any questions regarding making a stock gift to PDF please call our offices at 413-256-8306 or e-mail Kathy.