Gifts of Securities
A growing number of ALSA's supporters are taking advantage of contributing gifts of long-term appreciated securities to support the mission of The ALS Association.
The advantages of making a gift of securities include:
- An income tax charitable deduction based on the market value of the security at the time of the gift
- Avoidance of capital gains tax on the appreciated value of the securities
Securities Transfer Instructions
Smith Barney
DTC# 0418
A/C#: 389-0479A-11-208
A/C Name: The ALS Association
Greater NY Chapter
Contact: Matt Lagoy (212) 503-2376;
(800) 866-1462
Valuation
The value of your gift will be the average of the high and low trading prices on the official date of your gift. The official date of your gift will be determined differently depending on how your gift is made. Please consult your tax or financial advisor for more information.
If you or your broker need additional information or have questions, please contact ALSA's Development Department by phone toll-free at 800-672-8857 or by e-mail at development@als-ny.org. The ALS Association would be pleased to provide you with the informational booklet, Giving Securities, upon request.
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