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Gifts of Stock
A gift of appreciated securities provides increased value to The Home at a decreased cost to you.
Other benefits include:
- A charitable income tax deduction for the fair market value of the gift securities.
- Elimination of capital gains tax that would ordinarily become due if you had sold the appreciated securities on the open market and donated the proceeds of the sale to The Home.
Stock Transfer Instructions
If you would kindly observe the following procedure, we will be able to handle your gift in the most efficient and accurate manner for all concerned.
1. Call or email Janet Suarez notifying us of your intention to make a transfer, the stock being transferred and the number of shares being transferred.
2. Provide your broker with the following information regarding The Home for Little Wanderers' Gift Account at RBC Wealth Management:
DTC Code: 235
Gift Account Number: 30079608
Tax Identification Number: 04-2104764
RBC Wealth Management contact:
Matt Williams, Senior Investment Associate
RBC Wealth Management
One Beacon Street
Boston, MA 02108
617-725-2025 tel
617-725-1777 fax
matt.williams@rbc.com
Again, before initiating a transfer, or if you or your broker have any questions, please contact:
Janet Suarez
Director of Development Operations
The Home for Little Wanderers
271 Huntington Avenue
Boston, MA 02115
617-927-0663
jsuarez@thehome.org
