Donate Stock/Securities to DHA
If you would
like to make a donation by electronically transferring stock/securities to Delaware Humane Association
(DHA), 701 A Street, Wilmington, DE 19801, please contact your stockbroker with
instructions to make the transfer.
broker with the following information in order to facilitate the transfer:
WSFS Bank’s Broker-dealer: INVEST Financial Corporation
DTC #: 0226
ensure that your stockbroker knows to transfer the stock outright to DHA,
rather than selling the stock first and then transferring the proceeds. Otherwise,
you could incur a capital gains tax on the appreciated securities.
The value of
your donated stock is the average of the high and low value on the date of the
gift. In considering when you might wish
to transfer stock, be advised that the gift date for tax purposes is the day
the securities are transferred directly to DHA.
contact Patrick Carroll, Executive Director, and inform him of your gift and he
will let WSFS Bank know to anticipate the transfer. Please include the name of
the security being transferred, the number of shares being transferred, the
expected date of transfer, and from whom the transfer is being made.
be reached at firstname.lastname@example.org or
(302) 571-8171, ext. 302.
Tax Advice Disclosure: To ensure compliance with
requirements imposed by the IRS under Circular 230, we inform you that any U.S.
federal tax advice contained in this communication (including any attachments),
unless otherwise specifically stated, was not intended or written to be used,
and cannot be used, for the purpose of (1) avoiding penalties under the
Internal Revenue Code or (2) promoting, marketing or recommending to another
party any matters addressed herein.