The Gift of Stock

Increase the impact of your charitable contributions by donating long-term appreciated securities, such as publicly traded stocks, bonds, or mutual fund shares.

Transfer of Securities to Children’s Home Society of North Carolina

Transferring appreciated securities—including stocks, bonds, or mutual funds—is a simple, tax-friendly way to make a gift to Children’s Home Society of North Carolina. By donating appreciated securities that you have owned for longer than one year, you:

  • May claim a charitable income tax deduction for the full fair market value of the securities
  • May avoid paying capital gains taxes on the increased value of the securities
  • Will further our mission today

If your securities are held electronically:

To ensure proper crediting, it’s important that your broker contact CHS for us to identify the transfer in a timely and accurate manner. Your contacts at CHS are Celena Velez (extension 207, cvelez@chsnc.org), or Paul Constantino (extension 118, pconstantino@chsnc.org) at 800.632.1400. You may also have your broker contact Angela Dodson at Pinnacle Bank (contact information below).

Your broker should provide the following important information about your stock gift:

  • Donor’s name and phone number
  • Stock Information (Number of shares, name of stock, and symbol)
  • Originating broker

Your bank or broker may transfer stock to CHS’s brokerage account using the information below:

Brokerage: Pinnacle Bank
Account Name: Children’s Home Society of NC
Account Number: 328J3582
DTC Number: 0725

Contact information for Pinnacle Bank:
Angela Dodson
Registered Sales Agent, RJFS
707 Green Valley Rd
Greensboro, NC 27408

Office: 336.318.4428
Fax : 336.318.4429
Angela.Dodson@pnfp.com

If you hold the securities in certificate form:

Please contact Paul Constantino (contact info. above) to coordinate the gift of any paper certificates and to arrange hand-delivery to our office in Greensboro. If you wish to mail your unendorsed certificates, Paul can provide those instructions to you, too.

 

 

 

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