Give securities
A gift of securities, bonds or shares in mutual funds may allow you to make a larger gift than otherwise possible. There is also a two-fold tax benefit. You can avoid paying a capital gain tax, and you can receive a charitable tax deduction for the full market value at the time of the gift.
The most efficient way to give a gift of stock is to have your broker electronically transfer shares to the Psoriasis Foundation.
To donate securities electronically, please instruct your broker to make the transfer using our DTC number:
DTC number: 2803
Account number: 97353680
Contact:
Rebecca Bibleheimer
U.S. Bank Charitable Services Group
P.O. Box 3168
Portland, Ore. 97208
Phone: 503.275.5923
Fax: 503.275.4177
Please notify us of the transfer in advance, or have your broker notify U.S. Bank (details listed above), so we can properly acknowledge your gift and provide you with a tax receipt. Please provide us with the following information:
- Donor's name and complete address
- Name of security
- Number of shares transferred
- Date of transfer
- Restriction on gift (if any)
For specific instructions on how to transfer securities or to notify us of an impending transfer, please contact Bette Drake at 800.723.9166, ext. 379, or e-mail bdrake@psoriasis.org.