You may choose to make gifts using appreciated stocks and mutual funds because of the tax advantages. The benefits of making a contribution of securities may include:
We encourage you to consult your financial planner or tax advisor who can assist you in evaluating the tax advantages available to you when making a donation of appreciated securities.
If the stock is held by a brokerage firm, your broker should be instructed to make any transfer with the following information:
ESU broker: Robert Morse
DTC #: 0954
For the account of: The English-Speaking Union of the Unites States
Account #: 10581081120
Attention: BNY Mellon Wealth Management
We ask that you copy us on transfer instructions or a "gift letter," to the attention of our comptroller, James Lloyd, in order that we may confirm that your instructions have been completed. The "gift letter" can also be emailed to email@example.com.
The copy of your gift letter should be mailed to:
The English-Speaking Union of the United States
144 East 39th Street
New York, NY 10016