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 firstname.lastname@example.org 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 PARTICIPANT # 901
ACCT # 302466
ACCT NAME: HAVERFORD TRUST COMPANY
REFERENCE: AFTD Operating Account A/C #026199
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@example.com with the following information:
Your name/Donor name
Mutual fund name, Ticker, or CUSIP
Name of the Delivering Firm
Thank you for choosing to support AFTD’s mission!