Gifts of Stock and Securities

You may be able to save on income tax and avoid capital gains tax by giving a gift of appreciated stock to CAI. To make a stock gift, notify your broker that you wish to transfer securities into CAI’s brokerage account at Merrill Lynch.

In order for us to properly receive the gifted shares into our account and to provide an accurate and timely acknowledgement for your tax records, please send us:

· A concurrent notification with the donor's name

· The type and number of shares being transferred

· The name and phone number of the donor's broker

*Note: If you give through an IRA, a DAF, or stock shares, we appreciate your name being clearly identifiable with the transaction so that we may properly acknowledge your contribution.

This notification should be sent to:
Email: carrie_colodner@wgbh.org
Phone: (617) 300-3663

Further questions about gifts of securities to WCAI?
Carrie Colodner, Associate Director Development Operations, GBH
Phone: (617) 300-3663
Email: carrie_colodner@wgbh.org