Appreciated securities held more than one year may allow you to avoid capital gains tax while also receiving a tax deduction for your gift. Marketable securities held by a broker may be delivered by wire through Pershing, LLC.
Please find our brokerage details here
DTC # 0443
A/C Vision To Learn, Inc.
A/C # PPL-007513
In advance of transfer, please let us know:
1) The name of the stock
2) The number of shares you are gifting so that we may alert our broker to accept these securities and acknowledge the gift properly.
For tax purposes, the Vision To Learn EIN number is 45-3457853.
Please contact Jaya Shetty at email@example.com or (310) 893-2319.
Thank you for considering a contribution to Vision To Learn. Gifts in any amount will have a positive impact on a child’s life.