Stock and Wire Transfers

There are two basic approaches to giving stocks, bonds and mutual funds: donating appreciated assets and donating depreciated assets.

• Appreciated Assets: When you donate assets that have increased in value, you can benefit in two ways: you'll avoid capital gains tax on the profit you've made, plus the fair market value of your gift can be counted as a deductible charitable donation. The way to do this is to transfer these assets directly to UPEACE/US, which can be easily done through your broker or financial advisor.

• Depreciated Assets: You can also donate stocks, bonds or mutual funds that have decreased in value, though it's handled differently. To recieve the maximum tax credit, you should sell the assets first then donate the proceeds to UPEACE/US. That way you can claim a loss on the sale of the assets while counting the gift as a deductible charitable donation.

Stock and Wire Transfer Instructions:
Electronic transfers usually come through without any identifying information, which can delay the process of crediting you for the tax deductible donation. To ensure that you receive prompt acknowledgment of your gift, It's important that we receive the following information prior to transferring your appreciated assets:

• Your name and contact information
• Number of shares and name of the assets being transferred
• Date of transfer

To make a transfer call UPEACE/US at 202-683-4081 or email Rebecca Harned at This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Securities:
Stocks and bonds that have appreciated in value represent an excellent way to make a gift to UPEACE-US. If such securities have been held long term, it is more advantageous from a tax standpoint for you to transfer the securities directly instead of selling them and giving the sale proceeds.

By doing the former, you avoid capital gains tax on their appreciation and may deduct the current fair market value of the securities. These gifts are currently deductible up to 30% of your adjusted gross income. ( A carryover is available.)