Most donations of appreciated securities that have been held long term are fully deductible at fair market value and the donor does not incur a tax on unrealized capital gain. Your financial institution will need the following information to make the transfer:
US Bank Wealth Management
1795 Clarkson Rd Chesterfield, MO 63017
636-736-3638 or
Dan.Entzeroth@usbank.com
Broker: National Financial Services LLC (NFS)
DTC #: 0226
Acct Name FBO: Gwendolyn’s Gifts
Acct #: F30-148256
Attn: Dan Entzeroth- Wealth Management Advisor
Please notify either Erin Kramer at erin@gwendolynsgifts.org or Dan Entzeroth with US Bank Wealth Management of the security donation details to ensure Gwendolyn’s Gifts can properly thank you for your wonderful donation!
