Gifts of Stocks or Securities
Gifts of securities are a great way to support The Painted Turtle while providing you with a tax deduction for the current, full market value of the securities. There are three main types of securities that can be donated to camp: publicly traded stock in a corporation, shares in a mutual fund, or bonds. A gift of securities is often advantageous to the donor who owns stock with a low yield, have been held long-term, and have increased in value.
For your gift to count in the 2019 tax year, please notify your broker in writing by 3:00 p.m. PST on December 31 and provide the following information:
Drew Zager at Morgan Stanley, 310-788-2130 (brokerage house)
Identifying #: DTC 0015
Account #: 812-016292
Account Name: The Painted Turtle
Please be advised that it is the policy of The Painted Turtle to sell the securities immediately upon transfer. If you would like more information on making a gift of securities or if you need transfer instructions, please contact Alexis Madrid at email@example.com or 310-451-1353 x118
Your gift can be made in memory of a loved one or in honor of a birthday, anniversary or special occasion of a family member or friend. If your gift is a tribute to someone, please include a note telling us the name of the individual you wish us to notify along with their address so that we can send them a card letting them know of your thoughtful gift. (The amount will not be mentioned.)
The Painted Turtle is a nonprofit 501(c)(3) organization with Federal Tax ID# 95-4612481. All charitable contributions are tax-deductible to the extent allowed by law.