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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

**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)
Merrill Lynch
901 E. Byrd St., Ste. 1200
Richmond, VA 23219

Direct line: 804-780-1497
Toll Free: 800-937-0740

Fax: 804-201-4804

DTC #5198
A/C #75802044

Questions? Contact Us

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.