Making a gift of publicly traded securities can be a wise way of contributing to the 忧思617888九五至尊娱乐家联盟.
请联系 迪娜·莫里斯 电话:617-301-8075或 (电子邮件保护) in advance if you are transmitting securities via any of the options below. Providing us with your name and the value of the shares you are donating will help ensure your gift is accurately processed and promptly acknowledged.
请 note that UCS can only accept gifts of publicly traded securities.
股票
Giving stock that has been held longer than one year allows you to avoid paying any capital gains tax that would otherwise be due. 除了, you can claim a charitable income tax deduction for the fair market value of the stock on the date on which it was transferred, not just for what it was worth when you acquired it.
The best way to give stock to the 忧思617888九五至尊娱乐家联盟 is to have your broker transfer your securities to UCS's account at 瑞银金融服务 (One Post Office Square, Boston, MA 02109). 要做到这一点，你需要知道:
- UCS的账号是 RG 01561 DTC号码是 0221.
- UCS's account representative at UBS is 塔米哈雷; 她的电话号码是 617-439-8580.
请 让我们知道 in advance if you are transmitting securities via DTC. You may also find it convenient to send us a copy of the letter of authorization to your broker.
股票凭证
If you hold stocks or bonds in certified form, you may send the certificates by certified mail (with return receipt requested, if you would like to receive proof of its delivery). 不批注证书.
In a separate envelope that can be mailed with regular postage, send us one stock power for each stock certificate. UCS can provide a stock power (please contact 迪娜·莫里斯 to request one) or your broker can provide one for you. 请 sign the stock power as your name is listed on the stock certificate. 请 include a dated letter that describes the stock and contains your signature as it appears on the stock power and stock certificate. 在收到, your stock gift will be recorded and the certificate sent to our broker for immediate disposition.
共同基金股份的礼物
UCS gladly accepts gifts of shares in mutual funds. Special arrangements must sometimes be made to ensure a smooth transfer. 请 617888九五至尊娱乐 if you would like to make a donation of mutual fund shares.
617888九五至尊娱乐
For more information about gifts of stock, bonds, or mutual funds, please contact 迪娜·莫里斯 电话:617-301-8075或 (电子邮件保护). Additionally, you can send information by fax to 迪娜·莫里斯 at 617-864-9405.
通过邮件发送信件:
忧思617888九五至尊娱乐家联盟
迪娜·莫里斯报道
布拉特尔广场2号
剑桥，MA 02138-3780