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Step 1: Ask your broker to transfer assets to the Interfaith
Community Services account. To transfer stock to Interfaith Community
Services, please provide your broker with the following information:
Account
Name: Interfaith Community Services
Address:
2820 W. Ina Road Tucson, AZ 85741-2502
Account
Number #: 0082 3549-0998 C298
Brokerage
House: A. G. Edwards
Contact:
Betsy McCabe (520-299-3005)
DTC
#: 0201
Step 2: Please inform our development office at
520-297-6049 or mapplegate@icstucson.org to
let us know that you plan to make the transfer. This is necessary so that
we can credit the gift to you. We will immediately mail you a receipt for your tax purposes.
Note: Most
importantly, do not sell your stock
first and then write us a check or transfer assets. Doing this will require payment of
capital gains tax on the appreciation of your stock. The effective date
of your gift is the day of transfer. The amount of your donation is the
average between the high and low prices of the stock on the day of the
donation.
For more
information, please contact us at 520-297-6049.
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