Instructions for Transferring Securities (Stock) to Episcopal Charities as a Charitable Gift

The preferred method for making a gift to Episcopal Charities using securities/stock is to have a broker transfer the stock directly to EpiscopalCharities’ account at Smith Barney. Donors will be asked to provide their broker with this information:

DTC#
Acct. #
Acct. Name Contact Name at Smith Barney Contact Phone

0015
559-162402-677
Episcopal Charities

Joe Kartheiser (312) 419-3337

For information on other methods for making a charitable gift to Episcopal Charities of securities/stock – or if your advisers/donors have questions – contact our executive director, Matt Berryman: (312) 751-6721 or cgarbutt@episcopalcharities.org

Tax Deductibility

Donors may deduct the market value of their gift as of the day it was transferred from their control to the account of Episcopal Charities. Because there are special circumstances that may apply to charitable gifts made using securities, donors must consult their accountant or other tax specialist.

To be deductible in 2020 all charitable gifts must be postmarked or transferred to Episcopal Charities by midnight, December 31, 2020.