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Civil War Trust

Donate Stock

Donating stocks, bonds and appreciated securities is an excellent tax strategy for charitable giving. You can receive an income tax deduction for the full market value of the stocks, bonds or securities and avoid all or part of the capital gains tax.

Your broker may transfer stocks, bonds or securities directly to the Civil War Trust. Please inform your broker to include your name, address and telephone number when transferring the specific gift to the Civil War Trust so we may acknowledge your generous gift and send you a letter for your tax records.

Stock Transfer Contact Information
for the Civil War Trust

Merrill Lynch

Mr. J. E. B. Stuart, IV
Merrill Lynch
901 E. Byrd St., Ste. 1200
Richmond, VA 23219

Direct line: 804-780-1427
Toll Free: 800-937-0740

Fax: 804-201-4804

DTC #5198
A/C #75802044

The Civil War Trust is a 501 (c) 3 charitable organization. The federal ID number is 54-1426643

Disclaimer: This information is not intended as legal advice. For legal advice, please consult an attorney or financial consultant. References to estate and income tax include federal taxes only; individual state taxes vary and may have further impact on results.

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