Donating Securities to the Academy
Why Donate Stock?
Gifts of appreciated stock transferred directly to the Academy may have extra tax savings. When securities have increased in value, you should normally give them directly rather than sell them and give from the proceeds. When owned for more than a year, securities to fund a gift can be considered a charitable deduction at full fair-market value, not just their original cost.
Giving in this way also enables you to bypass capital gains tax that would otherwise be due if the donated securities were sold. If you own securities that have decreased in value since you have owned them, consider selling those securities and making a charitable gift of the proceeds. In addition to a deduction for the cash contribution, you may claim a loss that is deductible for other taxable income.
Letter of Instruction for Gifts of Securities
Thank you for including the Academy of Natural Sciences in your philanthropy.
Below are instructions for your broker to electronically transfer gifts of stock to the Academy of Natural Sciences. You may also download these instructions. We ask that you notify us by telephone (215-299-1122) or email email@example.com prior to any stock transfer so that we are aware of the gift and acknowledge it in a timely manner.
If you or your broker has additional questions, please contact the Academy's Manager of Individual Giving, Andrea Rowe, at 215-299-1122. Thank you again for advancing the Academy's programs.
The Academy of Natural Sciences
1900 Benjamin Franklin Parkway
Philadelphia, PA 19103
Federal I.D. # 23-1352000
- Andrea Rowe
Director of Individual Giving and Stewardship
- Transfers should be designated to:
UBS Financial Services, Inc.
The Academy of Natural Sciences of Philadelphia
- For other questions on wire transfers, please contact:
- William Brady Hooper, Jr.
Toll Free 800-345-7941
UBS Financial Services Inc.
1735 Market Street, 35th Floor
Philadelphia, PA 19103
We would be delighted to help answer any questions you may have about how you can support the Academy. To learn more, please contact our Office of Institutional Advancement at 215-405-5079 or firstname.lastname@example.org. Thank you for your support!
The official registration and financial information of the Academy of Natural Sciences may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement.