Gifts of Stocks or Securities
Gifts of securities are a great way to support The Painted Turtle while providing you with a tax deduction for the current, full market value of the securities. There are three main types of securities that can be donated to camp: publicly traded stock in a corporation, shares in a mutual fund, or bonds. A gift of securities is often advantageous to the donor who owns stock with a low yield, have been held long-term, and have increased in value.
If you would like more information on making a gift of securities or if you need transfer instructions, please contact Jessica Chandler at jessicac@thepaintedturtle.org or 310-451-1353 x120.
To make a gift of securities, please notify your broker in writing by 3:00 p.m. PST on December 31, 2024, and provide the following information:
Drew Zager at Morgan Stanley, 310-788-2130 (our broker)
Identifying #: DTC 0015
Account #: 812-016292
Account Name: The Painted Turtle
The Painted Turtle is a nonprofit 501(c)(3) organization with Federal Tax ID# 95-4612481. All charitable contributions are tax-deductible to the extent allowed by law.