We are delighted that you want to make a gift of appreciated stock to the YMCA of Greater Richmond. A gift of stock provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale. To complete your gift, please follow the instructions below.
Transfer Stock to the YMCA
The Westham Group at Morgan Stanley
Jason Habel, Senior Vice President, Financial Advisor (804) 644-1195
Account Number: 522-054068-028
DTC Number: 0015
YMCA of Greater Richmond Tax ID: 54-0505986
Once we receive notification of the successful transfer of your stock gift, we will send an acknowledgement of the gift for your tax purposes.
For additional information, including details regarding gifts of mutual funds, bonds, depreciated stock or shares held for less than one year, please contact Matthew Rose at 804.474.4338 or at firstname.lastname@example.org. We are so grateful for your gift, and for your support of the YMCA of Greater Richmond.