Gifts of Securities

Increasing your impact on literacy through gifts of securities, such as appreciated stocks, bonds, or mutual funds, may also provide special tax advantages. By donating appreciated securities that you have owned for longer than one year, you receive the same income tax savings as you would by making a gift of cash or by check.

The fastest, easiest way to donate your gift of securities is through electronic transfer. Below is the information your broker will need to complete the process:

• Account Name: Literacy Volunteers of Greater Hartford

• Account #: 7014-5910

• DTC #: 0164

• Broker: Charles Schwab / 860.570.4040

Please consult with your financial advisor to determine the best giving option for you, and contact Diane Klingman in our Development office with any questions.