Gifts of Stock

You can give highly appreciated stocks and bonds and deduct the full fair-market value as a charitable donation and avoid capital gains tax.

To transfer securities from your brokerage account:

If your securities are in a brokerage account, ask your broker to transfer them to the Foundation’s account at Vanguard Brokerage Services. Before initiating the transfer or to answer any questions, please contact Tia Tilson at tia.tilson@watertownfoundation.org.

Your broker will need the following information:

Vanguard Brokerage Account Services
Watertown Community Foundation
Account #47587443
DTC# 0062
Tax Identification Number: 30-0229398
Attn: Donald Gilmore, Relationship Manager
Phone: 800-962-5278
Email: donald_winton_gilmour@fs.vanguard.com

 

Other Ways to Give