PUBLICLY TRADED STOCK

Your gift of publicly traded stock can help you and WCTE yield high returns for education, the arts and culture in our community.

Your gift of stock can also provide attractive tax savings.  The first being that you can claim an immediate tax deduction.  If the stock is worth more now than what you paid for it more than a year ago, you will be able to claim the full benefit of the stock's current fair market value.  You can also avoid capital gains tax when you donate as opposed to selling this appreciated stock.      

You may find that these tax savings can help you make a larger gift than you originally thought possible.  Giving stock can help you and WCTE convert your stock market gains into real community change. 

Learning More

To learn more about giving publicly traded stock, mutual funds and other investments, please Avery Hutchins at (931) 528-2222 X220 or ahutchins@wcte.org.  We would be honored to work with you and your advisors as you consider your plans.

Please consult with your professional advisor for advice on the full impact of your charitable giving on your financial and/or legal circumstances. 

Learning and Planning Resources:

·         Request More Information

PBS SOCAL, STOCK TRANSFER (DTC) INSTRUCTIONS

WCTE Broker:

Morgan Stanley Wealth Management   

 

1901 Main Street

 

Irvine, CA 92614 

 

(949) 955-7502    

 

 

For Deposit To:

WCTE-TV

 

 

 

 

 

 

Federal Tax ID Number:

, a 501(c) 3 Status Non-Profit

 

 

DTC Clearing Number:

 

 

 

Account Number:

 

Please make sure that you or your advisors contact WCTE when giving stock.  It is important that we are informed what stock is being transferred, how many shares and, most importantly, donor name and address.  This allows us to send an acknowledgment and tax receipt. Thank you!

 

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