Why Give the Gift of Stock?
Giving stock doesn't just help the children we serve: it also helps you. Many donors prefer to make gifts of appreciated stocks, bonds or mutual funds because you can save on taxes and make a greater impact.

Increase Your Giving Power
Stock gifts to Make-A-Wish Mid-Atlantic can benefit you in two ways: you receive a charitable income tax deduction for the full fair market value of the securities, and at the same time you may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.

Broker Transfer Instructions
To transfer stock or mutual fund shares to Make-A-Wish Mid-Atlantic electronically, provide these transfer instructions to your broker:

Merrill Lynch
DTC # 8862
For Make A Wish
Acct # 5R9-02019

Wiring Instructions:
BANK OF AMERICA, N.A.
ABA # 026009593
Sub A/C # 6550113516
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.
Further Credit to Make A Wish
Account # 5R9-02019

Additional Stock Gift Instructions
When making a stock transaction, it is important that you authorize the broker to disclose to Make-A-Wish Mid-Atlantic the following information, so that your gift is efficiently identified:

• Donor name and address
• Name of stock and number of shares
• Estimated value
• Purpose of gift

Please also email this information to Alexandra Vekich at [email protected]. You will receive an acknowledgment once the stock has been received. Thank you!

Contact
Alexandra Vekich
Development Manager
[email protected] │240.395.4326

The information on this page is intended to assist you in your tax, estate, and charitable planning. It is not intended as legal or tax advice. For such advice, please contact an attorney or financial advisor.