Gifts of Stock

Donating stock is perhaps the most cost-effective way to help AFTD advance its mission. When you transfer ownership of long-term holdings to AFTD, you may receive a charitable deduction for their full market value, and incur no capital gains tax (subject to IRS deduction limits).

Because electronic transfers are made without identifying the donor, please alert AFTD in advance about the stock and number of shares you plan to give. Send an email to [email protected] or call AFTD at 267.514.7221.

To make your gift of stock or mutual funds, follow the relevant guidelines below. 

INSTRUCTIONS FOR SECURITY DELIVERIES

DTC DELIVERIES

DTC PARTICIPANT #      2116

ACCT INSTITUTION:      FIFTH THIRD BANK

ACCT #:                            010039791203

ACCT NAME:                   THE HAVERFORD TRUST COMPANY

REFERENCE:                   AFTD Operating Account A/C #61990002

AFTD’s tax ID number is 41-2073220. 

INSTRUCTIONS FOR THE DELIVERY OF MUTUAL FUNDS

Please note it may take up to two weeks to process mutual fund donations.  To initiate the process, please provide the information below and specific instructions will be provided by our Investment Manager for the transfer of mutual funds.

Please send an email to [email protected] with  the following information:

Your name/Donor name

Mutual fund name

Ticker or CUSIP

Name of the Delivering Firm

AFTD’s tax ID number is 41-2073220. Thank you for choosing to support our mission!