Gifts of Securities/Stock Transfers

We know that many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds.

How to Give

If you would like to initiate a stock transfer to Matthew 25, here are the details you need:

Account Name: MATTHEW 25 INC

Account Number: F6 12305 WW

DTC number: 0221

Our Financial Advisor: Wade Wakefield

Phone: (615) 721-4900

Email: wade.wakefield@ubs.com

If you have any questions or difficulty with a stock donation, please contact Matthew Miller, Community Relations Manager, at mmiller@matthew25nashville.org or (706) 518-7387.

Why donate appreciated assets?

The donation of appreciated assets come with potential tax benefits. Some donors find they’re able to give more generously than if they’d simply written a check. That generosity enables us to achieve more and empower more men.

Potential Benefits

If you are itemizing deductions on your tax return, you may be eligible for a charitable deduction of the full value of your gift. Whether or not you are itemizing deductions, donating an appreciated asset can help you avoid paying tax on capital gains. You should always discuss donations with a tax consultant to maximize your benefits.

This material is for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.