GIVE STOCKS

Gifts of Stock or Mutual Funds

Donating stock or other appreciated securities such as mutual fund shares can make an even bigger impact on Meals on Wheels of Eastern Onondaga at less cost to you!

Benefits to you include:

The total value of the stock upon transfer is tax-deductible (in general, contributions to charitable organizations like Meals on Wheels of Eastern Onondaga County may be deducted up to 50 percent of adjusted gross income if the stock was owned for more than one year); There is no obligation to pay any capital gains taxes on the appreciation; The process is typically fast and easy!

Note: Individual situations may vary so donors should consult their advisors.

STEP1:

Contact your broker with the following information to complete your transfer to Meals on Wheels of Eastern Onondaga County:

Legal Name: Meals on Wheels Eastern Onondaga County

Our account # is: 1047-9848

Financial Institution: Charles Schwab

Depository Trust Company (DTC) #: 0164

STEP 2:

Inform Meals on Wheels Eastern of Onondaga County about your gift and include the following information:

  • Name of stock/fund # of shares

  • Approximate transfer date

  • Your brokerage firm

  • Donor's Name and contact information

    Please mail your information to:

    Meals on Wheels of Eastern Onondaga County

    PO Box 72 Manlius,

    NY 13104

    Or call us at 315.637.5446