Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Fellowship Foundation that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.

Information for Electronic Stock Transfer to Fellowship Foundation
Account# SU15610
DTC# 0221
Tax ID# 84-2975643
Broker Address USB Financial Services Inc.
2310 Route 34, 2nd Floor
Suite 20
Manasquan, NJ 08736
Broker Telephone (732) 223-7995 | Vince Lucchesi

Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Julie Schuldner at 908-580-3875. The fax number is 908-647-2820. If sending email, please use the Contact Us link on the navigation menu.

Thank you for your support of Fellowship Foundation.