Ways to Give
Securities
Giving appreciated securities is a tax-wise way to support Horizons at DCD. For securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them, and you should have no capital gains tax obligation.
How to Give
To ensure that you receive proper credit and prompt acknowledgment of your gift, please contact Alison Badhwar, Director Development, acavallo@dcds.net, with the details of the transaction (number of shares, stock name, and gift date).
To make the transfer from your account to our account, please have your broker contact our agent at Ropes Wealth Advisors, LLC:
Ivy Fong Lo
Client Officer
ROPES WEALTH ADVISORS LLC
T +1 617 854 2983 F +1 617 235 0428
Prudential Tower, 800 Boylston Street
Boston, MA 02199-3600
ivy.lo@ropeswealth.com
T +1 617 854 2983 F +1 617 235 0428
Prudential Tower, 800 Boylston Street
Boston, MA 02199-3600
ivy.lo@ropeswealth.com
Benefits
A gift of appreciated securities may provide significant benefits to you as a contributor.
A gift of appreciated securities may provide significant benefits to you as a contributor.
- No capital gains tax obligation
- Receive a charitable income-tax deduction for the full fair market value of the securities
- Benefit the HDCD community