Why Should I Donate Stock?
Making a gift of securities is simple and offers a number of valuable financial benefits:
- No capital gain to be recognized
- Full value of stock is tax deductible
- Stocks, Bonds and most Mutual Funds are accepted
Please note: We may not be able to accept some mutual funds directly into our account. If you wish to make a gift of mutual funds, please contact us.
How to Donate Stock – Two Easy Steps
Step 1) Notify Buffalo City Mission
To confirm the proper crediting of your stock donation, please contact us or have your broker contact us to notify us that the transfer is underway.
Step 2) Transfer Stock
- Buffalo City Mission Broker: UBS
- Financial Consultant: Jason Klein
- Account Name: City Mission Society, Inc.
- Account Number: WW 07332 JK
- Contact Phone Number: 716-630-3045
- Email: [email protected]
- DTC #: 0221
- DTC Text Box: Aubrey Calhoun, Associate Executive Director: 854-8181 ext. 401 or email: [email protected]