Donating Stock
Thank you for considering a gift of appreciated stock to Community Gatepath. A gift of appreciated securities made directly to Community Gatepath may allow you to avoid paying capital gains taxes on unrealized gains and provides you with an income tax deduction for the full market value of the donated stock. Gatepath does not provide tax advice so donors should consult their own advisors about the specific tax benefits of giving appreciated stock.
The easiest way to make a donation of securities is through direct electronic transfer via DTC. Because the donor's information in electronic transfers is not always complete, we ask that you alert us in advance about the stock and number of shares you plan to donate. You can do so by contacting Beverly Kirks at 650-259-8533 or by e-mail.
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account). Following is the information necessary to transfer stock to our account:
Account Name
| Community Gatepath
|
Account Number | 21100853 |
DTC Number | 2145 |
Tax ID Number | 94-1156502 |
Trailer | Donor's name and Zip code |
Bank/Broker | Union Bank of California |
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