Helping America's most vulnerableā„¢

Stock Giving

Gifts of Stock to Volunteers of America National or Local Offices

Gifts of appreciated securities (stocks) are a popular alternative to making a cash gift as they may offer you additional tax advantages. In addition to receiving an income tax deduction for the full market value of the securities, you may also avoid capital gains on the appreciation of your stocks. If your donated securities are used to fund a charitable trust or gift annuity there may be estate and gift tax advantages as well. To make such a gift, do not sell the stock and donate the proceeds, as this will jeopardize your tax benefits. Instead, notify  your broker and contact Barbara Draughon, Volunteers of America National Office's Director of Planned Giving at bdraughon@voa.org. Please be prepared to provide the following information:

1.      Donor name
2.      Broker name and contact
3.      Name of stock(s) to be transferred
4.      # of shares and/or approximate value
5.      Approximate date of transfer
6.      Purpose/beneficiary for the gift e.g. specific Local Office, specific program or “unrestricted use”

Provide the following information to your broker to complete the transfer:

Account information:

DTC Number: 0221
Account Name and Number: Volunteers of America AX21740
Taxpayer ID Number: 13-1692595

Financial Institution Contact Information:

UBS Financial Services, Inc. 
3455 Peachtree Road, NE Suite 1700 
Atlanta, GA 30326

Financial Advisor: Earle Dodd
Phone: (404) 760-3200
Fax: (855) 394-6856
Email: earle.dodd@ubs.com
 
Client Associate: Tasha Teat Webie
Phone: (404) 760-3266 
Fax: (855) 394-6856 
Email: Tasha.Webie@ubs.com
 
 
For questions or more information, please email Barbara Draughon at bdraughon@voa.org or (703) 341-5000.