Gift of Stock
• avoid all capital gains tax on the appreciated portion of the stock;
• receive a charitable deduction for its full current market value;
• make a larger gift than might be otherwise possible.
Make your gift of stock to Make-A-Wish by transferring securities directly to Make-A-Wish’s broker at First Flight Financial Advisors
Christopher Coman, CFP® – Partner
3110 Edwards Mill Rd, Suite 205 | Raleigh, NC 27612
Phone 919-276-5153 | Fax 919-233-6987
[email protected] | www.FirstFlightFA.com
DTC: 0141
Account number: 8337-0289
Account name: Make-A-Wish Foundation of Eastern NC
Federal Tax ID #: 58-1792140
You can also send or deliver Make-A-Wish the stock certificate(s) and a signed stock power of attorney in separate envelopes. For security purposes do not mail them together.
In order to properly credit your gift, please have your broker inform our office about this transfer by calling 919-821-7111.