How To Make a Gift of
Stocks or Bonds

To contribute securities to FINCA International, please provide your broker the following information.

DTC #: 0164 (Charles Schwab)
Account #: 3279-0501
Account Name: FINCA International, Inc.

In addition, as stock gifts arrive without any identifying information, please contact Iris Sagi, Director of Philanthropy, to notify us of your gift so that we can send you a tax receipt. You can call Iris on 718-916-0817 or write her at [email protected].



Benefits

Avoid paying capital gains tax on the sale of appreciated stock

Receive a charitable income tax deduction

Further the FINCA mission today

There are special rules for valuing a charitable gift of stock. The value is determined by taking the mean of the high and low stock price on the date of transfer. Mutual fund shares are valued using the closing price for the fund on the date of transfer.

If you have any questions about making a stock gift, we are happy to assist.