Appreciated Securities

A gift of appreciated securities is especially advantageous if the stock has been held long term (at least one year and one day).

Then the fair market value (based on the mean price on the date of the gift) is tax deductible, and the capital gain is not taxed.

To make a gift of stock now, provide your broker with the following instructions:

Deliver to: DTC #221
Account number: PY28409-1-B7
Account name: WHYY, Inc.
WHYY’s Broker:

UBS Financial Services, Inc.
1735 Market Street, 36th Floor
Philadelphia, PA 19103-7501
 

Mutual funds (held longer than 12 months) are also deductible at full fair market value. This is also true for gifts of closely held stock. Mutual funds and closely held stock can be donated to WHYY using the above transfer instructions.

Please contact Keisha James, Development Associate, at 215-351-2272 or kjames@whyy.org to notify WHYY of the transfer details for prompt gift service and tax acknowledgment letter.

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