Most people think of cash when they consider a charitable contribution, but a gift of stock can be a wise alternative.
By contributing appreciated securities, you can gain valuable tax advantages. If you own appreciated securities for at least a year and a day, your contribution can offer many benefits. To learn more, speak with your financial advisor today.
Instructions for Donations of Stock to Inclusion Revolution
Here are two-step instructions for contributing a gift of stock to Inclusion Revolution (tax id 84-3132691) and sample letter of authorization.
Step 1: Complete Transfer
If the shares are held at a securities firm or other brokerage account: Instruct your firm or brokerage to transfer the shares to Exceptional Jobs account at:
The Stirling Group, Janney Montgomery Scott LLC
2200 Georgetowne Dr., Suite 400
Sewickley, PA 15222
Broker: William W. Danforth, phone: 800-833-2020
Account number: 2021-2684 DTC: 0374
Instruct broker to enter your name, as well as any other information that will help us identify the donation as coming from you (such as your account number, phone number, address and/or broker information), into the “Text Comment” field of the DTC screen.
Your broker may require a written Letter of Authorization. See sample below.
Step 2: Notify Inclusion Revolution of Transfer
In order for Inclusion Revolution to properly acknowledge your gift, you will need to contact us by mail, phone, or e-mail to provide the following information:
- Date of stock transfer
- Number of shares
- Name of stock
- Correct spelling of your name
- Your complete mailing address
Attn: Beaver Shriver
111 South Pineapple Ave., #601 Sarasota, FL 34236 Phone: 724-312-0824
Email: Info@TheInclusionRevolution.org
PLEASE NOTE: If certificates / shares are in your physical possession, contact Inclusion Revolution for instructions to ensure secure transfer of your documents.
Sample Letter of Authorization
[Current Date]
To Whom It May Concern:
I am making a donation of the following securities to Inclusion Revolution (tax id 84-3132691).
Please transfer them to the Inclusion Revolution account at:
The Stirling Group
Janney Montgomery Scott LLC
2200 Georgetowne Dr., Suite 400
Pittsburgh, PA 15222
Broker: William W. Danforth, phone: 800-833-2020
Account number: 2021-2684 DTC: 0374
______ shares of ______ stock.
For more information about making a gift of stock, please contact Beaver Shriver at 724-312-0824 or through our online contact form