Gift of Securities Instructions

Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to SeriousFun Children's Network. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for a double tax savings!

information for electronic stock transfer to SeriousFun Children's Network

Account# JJ-27289-D5
DTC# 0221
Tax ID# 31-1794455
Broker Address UBS Financial Services
One Post Office Square, 33rd Floor
Boston, MA 02109-2106
Broker Telephone (617) 261-1132 | Bill Cotter, Sr., VP Investments

Please contact our organization via mail, e-mail, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Nancy Klein at 203-571-0681. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 203-341-8707. If sending email, please use the Contact Us link on the left.

Thank you for your support of our organization.

Privacy Policy

© Copyright 2017 by Sharpe Group. All Rights Reserved.