Gift of Securities

How to Both Give AND Receive

It is never too early to do some serious tax planning. Along these lines, ask yourself two questions:

Do you have an asset that has grown in value?
Would the sale of this highly appreciated asset cost you significant capital gains taxes?

If you answered "yes" to these questions, are you aware that an alternative does exist that will give you a tax deduction, as well as avoid capital gains taxes? You could donate these assets to the National Museum of American Jewish Military History, receive a tax deduction for the present value, and avoid the capital gains taxes on the increased value. This way, you help yourself as well as assure the future of the National Museum of American Jewish Military History. You should consult a professional tax advisor as to how to carry out this tax-saving program.

For All Gifts of Securities such as stocks, bonds, annuities, mutual funds, etc. that are certificates personally held by you at home, in your office, bank or with your accountant, lawyer, or trustee: Please call Museum Administrator, Larry Richardson at the NMAJMH in Washington, DC at (202) 265-6280.
For A Gift Of Securities Transferred By Your Broker:
Your broker should call Larry Richardson at NMAJMH in Washington, DC, at 1-202-265-6280 to notify the Museum that a transfer will be taking place. It is important to notify us in advance to ensure that you are acknowledged for your gift properly, and in a timely manner. Your broker can transfer your securities through the Depository Trust Company, or DTC (the national clearinghouse for stock transfers).