Donating stocks and appreciated securities is an excellent tax strategy for charitable giving. You can receive an income tax deduction for the full market value of the shares you give to the American Battlefield Trust, and usually avoid all or part of any capital gains tax.
Your broker may transfer stocks or securities directly to the American Battlefield Trust.
Stock Transfer Information
**Please ask your broker to include your name, address and telephone number when transferring the specific gift to the American Battlefield Trust so we may acknowledge your generous gift and send you a letter for your tax records.
The American Battlefield Trust's Broker is:
1747 Pennsylvania Ave NW, Ste 900
Washington, DC 20006
Account Number: 067-022635-101
Bank: Citibank, New York
Account Name: Morgan Stanley
Account Number: 40611172
Account Address: 1300 Thames St Baltimore, MD 21231
For Further Credit to: American Battlefield Trust – 067-022635-1011
The American Battlefield Trust is a 501 (c) 3 charitable organization. Our federal ID number is 54-1426643
Disclaimer: This information is not intended as legal or financial advice. Please consult an attorney or financial consultant. References to estate and income tax include federal taxes only; individual state taxes vary and may have further impact on results.
Join the Action
Sign up for email updates from the American Battlefield Trust to get U.S. history and battlefield preservation news in your inbox.