Generous contributors have long enjoyed the opportunity to make charitable gifts of stock to The Gathering Place, bypassing the payment of capital gains tax, and in the process, also reducing federal income taxes.
If you decide to give a gift of stock to our organization, we can help you to complete these three easy steps:
Notify The Gathering Place and your broker about your gift. Tell us how many shares of stock you would like to transfer from your stock account to our account. Most transfers are done electronically and are safe and efficient. Paper certificates can be transferred with a completed “Stock Power” form. Please contact us if you need such a form.
You may use your own broker or contact Fidelity directly. Please see below. The stock is then sold and the proceeds are distributed to us. You will receive an immediate acknowledgement letter from our office for your records.
When you file and itemize your taxes, you will qualify for a charitable deduction for the stock’s value on the date of the transfer of the stock.
You may choose to either hand deliver or mail stock certificates to The Gathering Place. Please consult us if you have questions.
To transfer stock directly to Fidelity from a non-Fidelity account, you will need the following information:
Fidelity's DTC #: 0226
Our Account Name: The Gathering Place
Our Account Type: Corporate
Our Tax ID #: 84-1021059
Our Account #: Z73-348724
Fidelity's Mailing Address:
Attn: TOA Receives
PO Box 770001
Cincinnati, OH 45277-0036
To contact Fidelity about making a transfer of stock to The Gathering Place, call 866-755-6372 and select Option 3.
The Gathering Place contact
To contact The Gathering Place about making a transfer of stock, please contact firstname.lastname@example.org.