A gift of appreciated stock generally offers a twofold tax savings. First, you avoid paying any capital gains tax on the increase in the value of the stock. Second, you receive a charitable income tax deduction for the fair market value of the stock on the date it is transferred. Make sure you have owned the stock for a "long-term" period (more than 12 months) to qualify for these tax advantages. Gifts of appreciated stock are fully deductible--up to a maximum of 30% of your adjusted gross income. Please check with your accountant or tax advisor regarding your particular tax status.
To facilitate the transfer of securities, please use the following information:
- Brokerage Firm: Morgan Stanley Smith Barney
- Account Name: Electronic Frontier Foundation
- Contact: Christopher Bohl: 1-800-624-7248 ext. 7601 or 650-926-7601
- E-mail: firstname.lastname@example.org
- FAX: 650-926-7680
- EFF Account # (as of February 2015): 233-055606-028
- DTC #: 0015
- Tax ID #: 04-3091431
Please let us know in advance if you are transmitting securities via DTC by contacting EFF's Donor Relations Coordinator Nicole Puller, either by calling (415) 436-9333 ext. 113, or via email at email@example.com. Alternatively, you can contact Development Director Aaron Jue at firstname.lastname@example.org. You may also find it convenient to send us a copy of the letter of authorization from your broker. You can send it by fax to Development at 415-436-9993.
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