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Gift of Stocks and Bonds

A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to WETA.

Gift of Stock and Bonds
Stock/Bonds
WETA

Appreciated Stock or Securities

Stock or mutual funds that have been held longer than one year and have appreciated in value may be donated to WETA and may provide you with tax savings. When you give appreciated stock or securities, you avoid paying capital-gains tax on the increased value of your asset. You may also be entitled to a charitable tax deduction for the full fair market value of your stock. When considering gifts of stock, we recommend you consult with your financial adviser.

How to donate stock to WETA

When providing instructions to your broker, please be sure to have the stock transfer clearly designate the donation to the Greater Washington Educational Telecommunications Association, Inc. (WETA). Our Federal Tax Identification Number is 53-0242992.

Your broker will need the following information to complete the transfer/donation:

  • DTC# 5198
  • Account # 7wd-04255
  • Merrill Lynch, 1152 15th St., NW, Suite 6000, Washington, DC 20005
  • Broker: George L. Balboa, Jr., (202) 659-6112; George_Balboajr@ml.com

Please notify WETA of your pending stock donation so that we can appropriately credit your gift. Call Wendy Ponvert at (703) 998-2071 or send an email to wponvert@weta.org with the name and estimated shares of stock you are giving to WETA so that we may thank you in a timely manner when the gift is received.

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