Gifts of Stock
A tax advantage for you and a benefit to Laudholm Trust.
Transferring stocks, bonds, or mutual funds that have appreciated in value may be attractive to you from a tax standpoint and are welcomed by Laudholm Trust.
Make a Gift of Stock to Laudholm Trust
When you transfer ownership of securities to Laudholm Trust, you receive a charitable income tax deduction for their full market value without incurring any capital gains tax (subject to IRS limits).
For Securities Transfers
Please direct your shares to Charles Schwab at DTC number 0164. You may select either of these Laudholm Trust funds:
- Laudholm Trust general endowment fund account #5407-2320
- Laudholm Trust research support fund account #5778-0771 (if you wish for your gift to be restricted to Wells Reserve science programs)
Laudholm Trust's tax ID number is 01-0380763.
Notification
Please notify us as you plan your gift of stocks, bonds, or mutual funds. Donor information is not included with electronic transfer data, so knowing the type of securities and number of shares you plan to give is very helpful.
Please call or email us if you have any questions about this procedure.
- Nik Charov, Laudholm Trust president: 207-646-4521 ext 144
- Karen Stathoplos, Laudholm Trust accounting: 207-646-4521 ext 140
What is Laudholm Trust?
Discover the unique partnership that ties Laudholm members to a national network of research reserves.