Stocks & Securities

Do you own assets such as stocks, bonds and mutual funds that have increased in value since they were purchased? When you make a gift of appreciated securities, you enjoy a double benefit -- you receive a tax charitable deduction for their full fair market value, and you pay no capital gains tax.

• The date your shares are received in AWF's account will be the date of your gift.
• The value of your gift will be the average of the high and low prices on the date the shares are received in AWF's account. AWF will send written confirmation of the value and date of your gift for income-tax purposes.
• The information you or your stock broker will need is:
  
  AWF stock broker:
  UBS Financial Services, Inc.
  Account #: MV-41429-MW
  Account Name: African Wildlife Foundation
  DTC #: 0221
  
  Michael H. Massie
  Divisional Vice President- Investments
  UBS Financial Services, Inc.
  8045 Leesburg Pike, Suite 700
  Vienna, VA 22182-2709
  USA
  Tel: +1-703-734-8411
  Fax: +1-703-734-8445
  Toll Free: +1-800-255-8045
  

If you have any questions about giving gifts of appreciated securities, contact us at +1-202-939-3333.