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It is frequently advantageous to make your donation in the form of appreciated securities. In most cases, the full market value of the securities is deductible, while capital gains taxes are eliminated.
All stock gifts to the Loan Fund are donated via A. G. Edwards, a Division of Wachovia Securities, LLC. To make a gift of stock, please request that your brokerage firm deliver the securities via wire transfer as follows:
Karen Zaramba
A. G. Edwards, a Division of Wachovia Securities, LLC
DTC #201 - for credit to New Hampshire Community Loan Fund
Acct #: 4755-9485
1 New Hampshire Ave., Portsmouth, NH 03801
Phone: (800) 422-1030 Fax: (603) 433-1625
Email: karen.zaramba@agedwards.com
Please notify the Loan Fund before making any stock transfer, so we can be sure to track your gift and properly credit and acknowledge it. It is helpful if you provide the number of shares and the stock's ticker symbol when contacting the Loan Fund. Contact Jacqueline Matthews, Investor Relations Coordinator, at (603) 856-0702.
If you wish to make a gift of physical stock certificates, please contact Jacqueline for additional guidelines. |
