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Appreciated Securities
Gifts of appreciated securities can be particularly beneficial to both you and EEA. Long-term securities (those held more than a year) earn a deduction on their fair market value on the day of the gift. In addition, neither EEA nor the donor is subject to capital gains tax on those securities. Short-term securities earn a deduction on their original cost to you. Gifts of readily marketable securities will be credited at fair market value at the average of the high and low quoted selling price on the date the donor relinquishes control of the asset. We ask that donors making a gift of stock contact us before the transfer is made and use the form attached below, so that we may credit the donor properly. 

Note: Always discuss donations of securities with your tax consultant to maximize your benefits.

How to Make a Gift of Securities

Transfers from a Bank or Broker
If the securities are held by your bank or a broker, it is usually best to transfer them electronically via the Depository Trust Company (DTC) system.

Please instruct your broker to transfer your gift via DTC to our account at E-Trade at the following address:
Acct# 3706-4932
Dtc#  0385

Address Regular Mail:
Etrade Securities LLC
P.O. Box 484
Jersey City, NJ 07303-0484 
Phone: 1-800-387-2331

Overnight Mail:
Etrade Securities LLC
Harborside 2
200 Hudson St. Suite 501
Jersey City, NJ 07311-1113


For proper credit and recognition, please e-mail a copy to

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