Giving Securities

Appreciated Securities

If your investments in the financial markets have been successful, you can use these assets without losing a substantial portion of your earnings to the capital gains tax by making your gift with appreciated stock.

Also, a gift of stock held for more than one year may qualify for a charitable income tax deduction equal to the securities’ full fair-market value. It is also possible to make a gift with appreciated securities in a mutual fund.

How to Give Securities to WBL

The simplest way to transfer securities, such as stocks, to WBL is through a depository trust company (DTC) transfer.

To transfer securities to the WBL via DTC, please contact us to be provided the DTC number and account information.