Donating stocks 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 shares you give to the Civil War Trust, and usually avoid all or part of any capital gains tax.
Your broker may transfer stocks or securities directly to the Civil War Trust.
Stock Transfer Contact Information
for the Civil War Trust
**Please ask 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.
The Civil War Trust's Broker is:
Mr. Richard Dickerson (Mr. J. E. B. Stuart, IV has retired)
901 E. Byrd St., Ste. 1200
Richmond, VA 23219
Direct line: 804-780-1427 / 804-780-1497
Toll Free: 800-937-0740
Our esteemed broker, J.E.B Stuart IV—great-grandson of J.E.B. Stuart—has retired. Learn more about his legacy »
Questions? Contact Us
- RUTH HUDSPETH
Chief Financial Officer
301-665-1400 x 203
- MOLLY NESBITT
Development Associate for Stewardship
202-367-1861 x 7228
The Civil War Trust is a 501 (c) 3 charitable organization. Our federal ID number is 54-1426643
Disclaimer: This information is not intended as legal or financial 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.