Gifts of appreciated securities are an easy way to make a gift to Ethos. Giving stocks, bonds or mutual fund shares can have tax advantages for you as well as the capital gains are typically not subject to income tax.
Please check with your broker or accountant to see if a stock gift is right for you.
We will be proud to acknowledge your gift including the date the gift was received and the mean market value for your tax reporting purposes.
Please note that stock gifts sometimes require additional time to process and acknowledge appropriately. Thank you for your patience.
To Make a Gift:
1) Inform Ethos
To inform us of your donation, please Raymond Santos at 617-477-6638 or email@example.com, and provide the following information:
- The name of the stock/security
- The number of shares to be gifted
- Approximate amount of your gift
- How the funds should be designated
2) Inform Your Broker
Provide your broker the following information:
Frederick Gillis, Ameriprise Financial
DTC # 0756
SW Boston Senior Services Inc Account #-66111454 6 133
Tax ID: 23-7304163