Creative gifts of assets, such as appreciated securities including stocks and bonds, can make a significant impact to our organization and provide you with charitable deductions, and often, additional tax savings as well.
You or your stock broker can transfer all DTC eligible securities that you have owned for one year or more to Project Hope.
Before initiating a transfer, please notify Rebecca Heimel in Project Hope's Development Office at 617.442.1880 x249 or firstname.lastname@example.org so we can identify and credit your gift when the transfer is made.
Mail your unendorsed certificate(s) to the Project Hope Development Office with a letter stating the stock name and number of shares and your intention to donate them. In a separate envelope, send a copy of your letter with a signed Stock Power form for each stock. Leave all other sections of the Stock Power form blank. Mail these items separately from the certificates to the Development Office at the address below:
Attn: Rebecca Heimel
550 Dudley Street
Roxbury, MA 02119