{"id":5722,"date":"2016-09-26T16:11:22","date_gmt":"2016-09-26T16:11:22","guid":{"rendered":"https:\/\/psi2030.wpengine.com\/?page_id=5722"},"modified":"2024-11-22T16:24:07","modified_gmt":"2024-11-22T21:24:07","slug":"stock","status":"publish","type":"page","link":"https:\/\/www.psi.org\/pt\/donate\/stock\/","title":{"rendered":"Gifts of Stock &#038; Mutual Funds"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"5722\" class=\"elementor elementor-5722\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9b2ec5f e-con-full e-ecs-flex e-flex e-con e-parent\" data-id=\"9b2ec5f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;ecs_container_type&quot;:&quot;flex&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-84e7fd5 elementor-widget elementor-widget-heading\" data-id=\"84e7fd5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Gifts of Stock &amp; Mutual Funds<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b54dd43 elementor-widget elementor-widget-text-editor\" data-id=\"b54dd43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>If you own stock or mutual funds, it may be more tax-wise to contribute these shares than cash. This is because a gift of appreciated stock or mutual funds generally provides you a two-fold tax advantage:<\/p>\n<ul>\n<li>First, you avoid paying capital gains tax on the increase in the value of the stock or mutual funds.<\/li>\n<li>Second, you receive a federal income tax deduction for the full fair market value of the stock or mutual funds at the time of the gift.*<\/li>\n<\/ul>\n<p><strong><br><\/strong><\/p><p><strong>It\u2019s easy to make a stock or mutual fund gift to PSI<\/strong>.<\/p>\n<p>Our partners at FreeWill have made it easy to securely designate a gift of stock or mutual funds to PSI. <a href=\"https:\/\/www.freewill.com\/stocks\/psi?utm_source=partner&amp;utm_medium=donatepage&amp;utm_campaign=202007_psi_web_stocks\" target=\"_blank\" rel=\"noopener noreferrer\">Saiba mais.<\/a><\/p>\n<p><em>If you&#8217;re working with a personal broker:<\/em><\/p>\n<ul>\n<li>To transfer securities to PSI electronically, i.e., via Depository Trust Company (DTC), provide the DTC transfer instructions to your broker. The securities will be transferred directly into PSI&#8217;s account at its custodian bank.\n<ul>\n<li>Complete <a href=\"https:\/\/media.psi.org\/wp-content\/uploads\/2020\/05\/31002003\/PSI_Stock_Gifts_Form_2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">this transfer form<\/a> and forward it to your financial advisor.<\/li>\n<li>DTC transfer instructions:<\/li>\n<\/ul>\n<p style=\"padding-left: 90px;\">DTC #0221<br>FBO: Population Services International<br>Account Number : WS89925<br>Institution Name: UBS<br>PSI Tax ID: 56-0942853<\/p>\n<ul>\n<li>In order for PSI to properly credit the gift, it is important that the broker reference your name in the DTC transfer instructions.<\/li>\n<\/ul>\n<\/li>\n<li>Notify PSI\u2019s Global Fundraising department of your gift, as donor information does not always transmit through the DTC wiring system. Fax the <a href=\"https:\/\/media.psi.org\/wp-content\/uploads\/2020\/05\/31002003\/PSI_Stock_Gifts_Form_2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">transfer form<\/a> para <span class=\"ui-provider ed bkb bgr bvy bvz bwa bwb bwc bwd bwe bwf bwg bwh bwi bwj bwk bwl bwm bwn bwo bwp bwq bwr bws bwt bwu bwv bww bwx bwy bwz bxa bxb bxc bxd\" dir=\"ltr\">Audrey Duckett<\/span>: <span class=\"ui-provider ed bkb bgr bvy bvz bwa bwb bwc bwd bwe bwf bwg bwh bwi bwj bwk bwl bwm bwn bwo bwp bwq bwr bws bwt bwu bwv bww bwx bwy bwz bxa bxb bxc bxd\" dir=\"ltr\">202-270-4510<\/span> or email <a href=\"mailto:donations@psi.org\" target=\"_blank\" rel=\"noopener noreferrer\">donations@psi.org<\/a>.<\/li>\n<\/ul>\n<p><strong><br><\/strong><\/p><p><strong>QUESTIONS?<\/strong> Contact <span class=\"ui-provider ed bkb bgr bvy bvz bwa bwb bwc bwd bwe bwf bwg bwh bwi bwj bwk bwl bwm bwn bwo bwp bwq bwr bws bwt bwu bwv bww bwx bwy bwz bxa bxb bxc bxd\" dir=\"ltr\">Audrey Duckett<\/span> at <span class=\"ui-provider ed bkb bgr bvy bvz bwa bwb bwc bwd bwe bwf bwg bwh bwi bwj bwk bwl bwm bwn bwo bwp bwq bwr bws bwt bwu bwv bww bwx bwy bwz bxa bxb bxc bxd\" dir=\"ltr\">202-270-4510<\/span> or via email at <a href=\"mailto:donations@psi.org\" target=\"_blank\" rel=\"noopener noreferrer\">donations@psi.org.<\/a><\/p>\n<ol>\n<li><em>* Please note that this information should not be construed as legal or tax advice. Please contact your own accountant, attorney, or tax advisor for assistance regarding stock or mutual fund gifts you may be considering making to PSI.<\/em><\/li>\n<\/ol>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Gifts of Stock &amp; Mutual Funds If you own stock or mutual funds, it may be more tax-wise to contribute these shares than cash. This is because a gift of appreciated stock or mutual funds generally provides you a two-fold tax advantage: First, you avoid paying capital gains tax on the increase in the value [&hellip;]<\/p>\n","protected":false},"author":89,"featured_media":0,"parent":16118,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-5722","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"Gifts of Stock &amp; Mutual Funds If you own stock or mutual funds, it may be more tax-wise to contribute these shares than cash. 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