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Stocks & Securities

How to Donate Stocks and Securities:

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:

  • Making a larger gift at a lower original cost to you
  • Avoiding federal and state tax on the capital gain
  • Receiving an income tax deduction (federal and most states) for the full market value of your gift if you itemize deductions on your tax return and have held the assets one year or longer

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.

Instructions for Donating Stock and 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
Phone:  212-635-7952

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 jlloyd@esuus.org.

The copy of your gift letter should be mailed to:

The English-Speaking Union of the United States
Development Department
144 East 39th Street
New York, NY 10016