Gifts of Stock

Support Caring Contact with a gift of appreciated stock while reducing your tax burden. 

When you donate appreciated assets (i.e. stocks or mutual funds), you can potentially save on two types of taxes while knowing you are making a huge, immediate difference in our community. First, you reduce or even eliminate federal capital gains taxes on the transfer. And second, you may be entitled to a federal income tax charitable deduction based on the current market value of the asset at the time of transfer.

Gifts of stock may be transferred directly from your brokerage account to Caring Contact’s brokerage account, which is held at Vanguard, using the following information:

Account Name: Caring Contact

Account # 78048287

Vanguard DTC # 0062

Please forward any information regarding a pending stock transfer to Lucinda Mercer, Development Director, Lucinda.Mercer@caringcontact.org or 908-301-1899. The donor's name is not transferred with the stock information. Providing us with information relating to the transfer will ensure stock gifts are appropriately attributed to the donor.

In addition, if you have any questions regarding making a gift of stock, please contact Lucinda Mercer or Mary Claire Givelber, Executive Director, Maryclaire.Givelber@caringcontact.org or 908-301-1899.

Gifts of securities will be valued at full market value on the date of the transfer to Caring Contact.