Stocks, Bonds and Mutual Funds

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Donating appreciated securities is an excellent way to show your support for AG Bell. It may also provide you with significant tax benefits. The information below will help you learn more about how you can make a gift of appreciated securities. Before transferring any securities to AG Bell, please contact the Development Office and provide name of the stock and the number of shares in advance to ensure proper identification and registration of your gift.

A few important reminders.  

Securities Held by Your Broker

AG Bell holds an account at a brokerage firm. If you wish to transfer securities electronically via the Depository Trust Company (DTC) system, please contact our office for electronic delivery instructions. It is important to also instruct your broker/agent to notify AG Bell at least 24 hours prior to delivery. AG Bell will need to know what asset(s) will be delivered on your behalf.
Please fax or email to:
AG Bell Development Office
202-337-8314 - fax
info@agbell.org

Mutual Funds

Most mutual fund companies require transfer from your account to an account established in AG Bell’s name. Each mutual fund company has their own individual requirements and forms for transferring funds. They generally require either a Transfer of Ownership form or a letter of authorization, each with a signature guarantee. You can obtain a signature guarantee at most banks simply by showing photo identification.

If you are considering a gift of mutual funds, please contact us. We will need the name of the mutual fund that you will be transferring shares from, the symbol or Committee on Uniform Securities Identification Procedures (cusip) number, the number of shares, and the expected dollar amount of the transfer. We can also provide you with detailed instructions and help you obtain the appropriate forms.

Physical Securities (Certificates) Registered in Your Name

If you hold stock certificates, please send them via first-class mail without an endorsement or assignment letter, but with a letter stating the gift purpose to:
AG Bell Development Office
3417 Volta Place, NW
Washington, DC 20007