Help protect the American chestnut for future generations! Consider a gift of appreciated securities (stocks, bonds, or mutual funds) to The American Chestnut Foundation. This type of gift can qualify for an income tax deduction for the fair market value (average high and low of the prices on the day of transfer).

The transfer can be made easily from your brokerage account directly to TACF. For securities held more than one year, you can avoid capital gains with this charitable gift.  (Please consult with your finance or tax advisor before making such gifts).

We would appreciate it if you or your broker contact us to let us know when to expect the stock, the name/type, and the number of shares to be transferred.  We will use this information to credit you properly and issue the receipt you will need for tax purposes.  It would be especially helpful if you filled out our TACF Gift of Securities Form.  Note the securities will be sold upon receipt so the proceeds can fund immediate needs for our mission. Please provide your broker or financial adviser with the following information to complete your gift:

BrokerThe Will Group @ Merrill Lynch
Melinda Schrum: melinda.schrum@ml.com
Phone / Fax #(800) 677-8409 / (240) 580-1899
TACF DTC #8862
Account #64102443
TACF Tax ID # (FEIN)41-1483019

 

For further information on transferring stock electronically or by sending a stock certificate, please email Paul Wingenfeld or call TACF National Office (828) 281-0047.

TACF Gift of Securities Form