How to Make a Gift of Stock
Appreciated assets, such as stocks or mutual funds that have been held longer than one year and have appreciated in value, may be donated to WAMU’S Bluegrass Country and may provide you with tax savings.
When you give appreciated assets, you avoid paying capital-gains tax on the increased value of your stock. You may also be entitled to a charitable deduction based on the stock’s current value. Contributing stock is a great way to enjoy membership in Bluegrass Country with associated benefits. When considering gifts of stock, we recommend you consult with your financial adviser.
How to donate stock to WAMU’S Bluegrass Country
When providing instructions to your broker, please be sure to have the stock transfer clearly designate the donation to WAMU’S Bluegrass Country. Our legal name is American University (WAMU). Our tax identification number is 53-0196549.
- DTC# 0418
- Account # 179-15800, American University credited to WAMU’s Bluegrass Country
- Morgan Stanley Smith Barney, 1050 Connecticut Ave., Suite 800, Washington, DC 20036
- Broker: David A. Stuart, (202) 861-5028 or david.a.stuart@mssb.com
- Alternate contact: Kevin D. Nee, kevin.d.nee@mssb.com
To ensure the timely completion of your transaction, or if you have any questions, please call WAMU at (202) 885-8904 or send an email to deliason@wamu.org.
