Your investments have been growing. Here’s how to take advantage of it without incurring capital gains tax.
How it Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for one year or more to Hospice of the Upstate
- Hospice of the Upstate sells your securities and uses the proceeds for its programs
Benefits
- You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them
- You pay no capital gains tax on the transfer
Securities Transfers
Our Broker
Wells Fargo Advisors, LLC
Laura Blanton, Financial Advisor
Brokerage Office Telephone: (864) 241-2767
Brokerage Office Fax Number: (864) 370-2936
DTC Number: 0141
Account Number: 34529581
Taxpayer ID Number: 57-0859126
Please telephone our office if your client is transferring shares to Hospice of the Upstate. We need to know the name and numbers of shares being transferred.