Stock Gifts

A gift of stock is a smart way to use your assets and can yield tremendous benefits for you and WHRO.

Giving stock held for more than 12 months offers a two-fold tax savings:

• Avoid paying capital gains tax on the increase in value of your stock.
• Receive a tax deduction for the full fair market value of the stock on the date of the gift.

Making a gift of stock can be as easy as picking up the phone and placing one call to WHRO and one to your broker. Please call Kate Pringle, Director of Major and Planned Giving, at 757.889.9370 or send an email to kate.pringle@whro.org for assistance.

Stock Transfer Information:
Firm: Merrill Lynch, Pierce, Fenner, & Smith Inc.
Account Name: Hampton Roads Edu Tel Assn Inc DBA WHRO
Account Number: 8MM02069
DTC Number: 8862
Merrill Advisory Group Contact: Dylan Baker
Contact Phone: (212) 236-0011