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2015 Annual Giving

Procedures for Making a Gift of Securities

Download these instructions for printing (pdf).

Appreciated Securities

When you make a gift of appreciated securities held more than one year, you generally receive an income tax charitable deduction for the full fair market value of the securities contributed and avoid capital gains tax consequences. Thus, the after-tax cost of giving such securities is less than making an equivalent gift of cash.

Depreciated Securities

If, however, you hold securities that have declined in value relative to their cost, it is generally advisable to sell them and donate the cash proceeds. In this way, you can establish a tax loss on the securities sold and claim an income tax charitable deduction for the cash gift..

  1. If the securities are held by your broker or at your bank:

    Please inform the Executive Director, of the stock and number of shares you are donating and the approximate date the transfer will be made. Instruct your broker or bank officer to transfer the securities to:
    Merrill Lynch
    c/o Mike Riomao
    MetLife Building
    200 Park Avenue
    New York, NY 10017
    Phone: 212-338-6242
    Account number: 852-04B64 (If wiring stock, the Deposit Trust Account Number is 8862)
  2. If you hold a securities in certificate form, please send by registered mail or deliver by hand unendorsed certificates to:

    Eileen Macholl
    Executive Director
    All Souls Church
    1157 Lexington Avenue
    New York, NY 10075
    Phone: 212-535-5530

Under separate cover, please send a stock power for each security so that ownership of the certificates may be transferred to the church.

In either case, please send a confirming letter to the church to the attention of the Executive Director. It should state the stock security you are donating, the number of shares, the approximate date of transfer, and the estimated dollar value of the donation. The letter should also specify where the donation should be allocated.

Download these instructions for printing (pdf).

Make a Gift of Securities

Unitarian Church of All Souls

1157 Lexington Avenue, New York NY 10075
Phone: (212) 535-5530 | Fax: (212) 535-5641


Copyright 2012 All Souls Church NYC