Smart move: a gift of stocks

Jan 2, 2013 | What's New

If you’d like to make a donation now, click here.

Gifts of long-term appreciated stocks or mutual fund shares are an easy way to make a contribution to The Regeneration Project’s Interfaith Power & Light campaign. Here are some important benefits:

  • Income tax savings: For securities you have owned for more than one year, you can take an immediate income tax deduction.
  • Capital gain tax savings: Avoid capital gain taxes you would have incurred if you had sold the stock or mutual fund shares.
  • Provide support for The Regeneration Project’s Interfaith Power and Light campaign at a lower cost than if you had made a gift of cash.

Before you transfer stock, please contact us with the following information:

  • Your name
  • Number of shares
  • Name of the stock or fund

Contact and Account Information:

Suzanne Burrows
Operations Manager
The Regeneration Project
672 13th Street, Suite 100
Oakland, CA 94612
Tel: (510) 444-4891

Federal Tax ID # 94-3335236

Sterne, Agee, & Leach, Inc.
DTC No. 0750
101 California Street, Suite 3100
San Francisco, CA 94111
Attn: Lock Bingham
Tel: 415-402-6083

Account Name: The Regeneration Project Stock Gift Account
Account No. 2099-4623

Or make a donation now with your credit or debit card.

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