Gifts of Stock

When you make a gift of stock you are entitled to an income tax deduction based on the current market value of the stock at the time that you make the gift and you may entirely avoid capital gains tax. We recommend that you consult your tax attorney or advisor for specific advice.

To make a Gift of Stock, first let your broker know that you would like to donate stock to Weld Food Bank. Afterwards, please contact Stephanie Gausch at (970) 356-2199 x304 and notify her that you are making the gift. The next step would be to initiate the transfer.

In order to facilitate that process you will need the following information:

DTC #: 0015

Company Name: Morgan Stanley & Company

Company Phone: (970) 776-5501

Account Name: Weld Food Bank

Account Number: 687-016117-131

Representative: Gary H. Perl

Weld Food Bank Tax ID: 74-2244826

You will receive notification for tax purposes following the sale of your stock.