With electronic transfers, donating stock is as easy as a call to your broker with the following information:
Our Broker 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:
Date of gift
Number of shares and name of stock
Value of stock on date of gift
Name of donor
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:
- Claim a charitable gift deduction on your current year's taxes, if you itemize
- Avoid capital gains taxes you would owe if you sold it yourself
- Avoid paying broker fees on the sale
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 Ray Santiago (415) 642-0900 or e-mail Ray (Ray [at] peacefund [dot] org).