Interested in making a gift of appreciated stock?
Thank you for supporting Isles in our mission to strengthen families and build healthy, sustainable communities. Your generous contribution enables us to help families throughout our region build the lives they want for themselves and their families.
Why give appreciated stock?
Making a gift of appreciated stock is a beneficial way to provide a year end charitable donation. The gift of appreciated stock can provide tax savings by allowing you to avoid capital gains tax that might be due if you sold the stock. It also entitles you to a charitable deduction based on the stock's current value.
Giving appreciated stock is simple! Our preferred method of receiving stocks is via direct transfer to RBC Wealth Management. To make a transfer you will need the following information:
Transfer to: RBC Capital Markets LLC
DTC # 0235
For Credit to: Isles
Account Number: 302-49394
Tax ID #: 22-2350832
If you have any questions, please call Isles’ account advisor, Jonathan Zoll at 609-936-6425 or 888-688-2373.
Please note: According to IRS tax code [Regulation 1.170A-1(b)], gifts of securities received via DTC will be acknowledged using the mean value of the stock on the date it is transferred into Isle’s RBC account.
Thank you for supporting Isles’ work!