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Donate Stock/Securities/Mutual Funds

Securities, stocks, and mutual funds that have been held more than one year and have increased in value can make extremely effective gifts. You are entitled to deductions for the fair market value of the stock on the date of the gift, plus you pay no tax on the capital gain value of the gift shares. You may be able to take a deduction of up to 30 percent of your adjusted gross income. Consult your tax advisor to discuss how this strategy can best benefit you and Omega.

To ensure efficient processing of your gift, please contact Susan Miller at susanm@eOmega.org or 845.266.4444, ext. 405 to advise her of the gift and its purpose. Please provide:

  • Your name
  • The name of the stock or mutual fund
  • The number of shares being donated
  • The financial institution that is transferring the stock or mutual fund
  • The gift designation

To donate stocks or mutual funds via wire transfer, inform your broker/banker of your intention in writing. Please provide them with the following information:

  • The name of the stock or mutual fund
  • The number of shares or certificates you wish to donate
  • The gift designation
  • Details for Omega’s account at Axiom Capital Management (clears through National Financial Service)

Axiom Capital Management
Empire State Building
250 Fifth Avenue, Suite 5420
New York, NY 10019

Robert Doyle

rdoyle@axiomcapital.com

(212) 521-3859

DTC#: 0226
Omega’s Account Number: RK9-030230
Omega's Tax ID #: 23-7233306

Please contact Susan Miller at susanm@eOmega.org or 845.266.4444, ext. 405 with any questions you may have.

Thank you for your generosity!