Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the ADF Foundation.

Gift of Stock and Bonds
Stocks/Bonds
ADF
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - All gifts of stocks, bonds and mutual funds should be sent to:

DTC #: 0141
ADFF Account #: 72534847
Account Name: ADF Foundation
ADFF Tax ID#: 86-1158500

ADF Broker Information: Wells Fargo Bank, N.A.
Contact: Rigzin Gyapontsang
Direct line: 480-348-4324
Fax: 480-348-4911

Please contact us to inform us what specific asset(s), how many shares, and when it will be transferred to our account.

If you hold "book-entry" shares of stock in a Direct Registration Account (DRS) or through a Dividend Reinvestment Program (DRIP) with a transfer agent such as Computershare, BNY Mellon, or another agent, they cannot be transferred electronically via DTC. Instead, you should obtain a transfer form from the transfer agent's web site. Complete your portion and send it to ADF Foundation, 15100 N. 90th Street, Scottsdale, AZ 85260. We will complete our portion and send it to the agent to receive your shares. Contact us for assistance.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown

Resources for Professional Advisors