Electronic Transfer of Stocks or Securities to CWA
Please e-mail our finance office and let them know if you plan to electronically transfer a gift of securities.
By giving a gift of appreciated stock or securities that you've held for over a year to a qualified charity, you not only avoid capital gains taxes but are eligible for a charitable income tax deduction for the full fair market value of your gift (subject to a limit of 30% of your AGI)! Your lawyer will need the following information to electronically transfer shares of stock to CWA:
Contact at AG Edwards:
Note: To avoid capital gains tax you must have your broker transfer your stock shares to CWA. Please do not have your broker sell the shares and plan to transfer the cash proceeds as you may become responsible for the capital gains tax.
1015 Fifteenth St. N.W., Suite 1100
Washington, D.C. 20005
Phone: (202) 488-7000
Fax: (202) 488-0806