Transfer of Securities to Children’s Home Society of North Carolina
Transferring appreciated securities—including stocks, bonds, or mutual funds—is a simple, tax-friendly way to make a gift to Children’s Home Society of North Carolina. By donating appreciated securities that you have owned for longer than one year, you:
- May claim a charitable income tax deduction for the full fair market value of the securities
- May avoid paying capital gains taxes on the increased value of the securities
- Will further our mission today
How to donate stock if your securities are held electronically:
To ensure proper crediting, it’s important that your broker contact CHS in advance of delivery for us to identify the transfer in a timely and accurate manner. Your contacts at CHS are Heather Gordon (336-369-3820, hgordon@chsnc.org), or Paul Constantino (extension 118, pconstantino@chsnc.org) at 1-800-632-1400. You may also have your broker contact Angela Dodson at Pinnacle Bank (contact information below).
Your broker should provide the following important information about your stock gift:
- Donor’s name and phone number
- Stock Information (Number of shares, name of stock, and symbol)
- Originating broker
Your bank or broker may transfer stock to CHS’s brokerage account using the information below:
Brokerage: Pinnacle Asset Management/Raymond James
Account Name: Children’s Home Society of NC
Account Number: 328J3582
DTC Number: 0725
Contact information for Pinnacle Asset Management/Raymond James:
Angela Dodson
Registered Sales Agent, RJFS
Pinnacle Asset Management
707 Green Valley Rd
Greensboro, NC 27408
Office: 336.318.4428; Fax: 336.318.4429
Angela.Dodson@pnfp.com
If you hold the securities in certificate form:
Please contact Paul Constantino ( 1-800-632-1400 extension 118, pconstantino@chsnc.org) to coordinate the gift of any paper certificates and to arrange hand-delivery to our office in Greensboro. If you wish to mail your unendorsed certificates, Paul can provide those instructions to you, too.