Giving appreciated stocks and other securities is a tax-savvy way to support Uplift’s work. For securities held longer than one year, you may be able to deduct the full market value, regardless of what you paid for them, while avoiding a capital gains tax.
How to Make a Gift of Stock →
To initiate a stock gift, please authorize your representative to transfer the share to Maliasili account at Charles Schwab. You’ll need the following information:
Charles Schwab1650 Tysons Blvd. Suite 150McLean, VA 22101
Account Number: 3884-6915
Maliasili is a 501(c)3 organization. Our EIN: 27-3183146
Please notify us when making a gift of stock so we may acknowledge your generosity and make sure that your gift is directed according to your wishes. Questions? Contact Amy in our Development Office at akirschner@maliasili.org.
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