Did you know that you can donate appreciated stock and save on Capital Gains Tax? You can claim tax exemption for the entire value of the stock on the day of Transfer. Fair Market Value can be used if you are giving appreciated property such as stock. Your maximum deductions amount to 30 percent of your adjusted gross income.
SEF, USA - Charles Schwab Account Number: 7783-4695
Non Schwab Brokers Require the following information:
DTC Number: 0164
Once you complete the transfer, please send an email to [email protected]
with the details.
This will enable us to follow-up and send a receipt.
If you have questions, please call 1-866-SANKARA.