Thank you for your interest in making a charitable gift to Variety-the Children’s Charity of Georgia (Variety of Georgia) in the form of a Stock Transfer. Please complete and return the Variety Stock Gift Form to receive your tax acknowledgement.
For stock held in brokerage accounts, your broker can assist you in making a gift in stock via a direct transfer to Variety of Georgia. Giving gift of publicly traded stock that has increase in vale that you have owned for more than one year may provide a better tax benefits than giving cash.
Your charitable income tax deduction is equal to the fair market value of the stock and you avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on brokerage fees because you are transferring ownership rather than selling the stock.
To make a donation of stock to Variety of Georgia (tax ID# 58-6036366), please note the following:
• Brokerage House:Morgan Stanley
• Account Name: Variety-the Children’s Charity of Georgia
• Account Number:769-124029
• Financial Advisor(s):Weeks/Hamm/Calvert/Houston
• Telephone Number:770-933-3027
• DTC Number: 0015
** Please note: For mutual funds, or gift of stocks not held in brokerage account, please contact Variety of Georgia’s Broker, Morgan Stanley listed above.**