Giving Appreciated Stock and Securities

Giving appreciated stock to the Gamma Phi Beta Foundation allows you to receive a tax deduction for the current fair market value of the stock while avoiding capital gains tax. To make a gift of stock, ask your broker to initiate a charitable stock transfer using the following wire instructions:

Depository Trust Company (DTC): #0013 Sanford C. Bernstein & CO., LLC

For the Benefit of: Account Number 036-53154 Gamma Phi Beta Foundation

Tax ID Number: 75-6026984

Please contact us immediately after initiating a stock transfer to disclose which securities and the number of shares you are transferring. This helps ensure the gift is directed to the appropriate fund.

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