How to make a gift of securities

Your gift of securities, such as stocks, bonds, or mutual fund shares may offer tax advantages over a cash gift, and are a meaningful way you can support any area of Ronald McDonald House Charities® of Greater Washington, DC (RMHCDC).

Donors who donate securities that have been held long term will generally receive a charitable tax deduction for the full fair market value of the securities, and avoid capital gains taxes on the appreciation of the assets over their original cost bases. Please be sure to consult with your tax advisor for specific tax information when giving securities.

1) Contact RMHCDC prior to transfer so that your gift can be handled quickly and properly for tax purposes. Call or email Sarah Quillen at 202-424-2708 or squillen@rmhcdc.org

2) Instruct your broker to transfer by contacting our broker:

Maureen Gallihugh
Davenport & Company LLC
P.O. Box 85678
Richmond, VA 23285-5678
Main line- 804-780-2000

DTC #- 0715
Account name- Ronald McDonald House Charities of Greater Washington, DC
Account # 82699804
Ronald McDonald House Charities® of Greater Washington, DC EIN# 52-1132262

 

The information on this website is not intended as legal, tax or investment advice. All gift options should be discussed with your legal tax and financial planning advisor.