Ecumenical Community of Chautauqua

Stock Donations and Mutual Fund Transfers

ECOC welcomes stock and mutual fund transfers. Giving stock held more than 12 months offers a two-fold tax savings when the stock has appreciated in value. You avoid paying capital-gains taxes on any increase in value of your stock and receive a tax deduction when you itemize taxes for the full market value of the stock on the date the gift is received by ECOC. This is an excellent option for stock that has appreciated substantially in value.

ECOC has an account with Key Investment.
For details on procedures and transfer information:

Contact:
Alyson Cook Stage, CPA
Coordinator of Stock Transfers, IRA Distributions and Matching Gifts
7220 Woodlawn Avenue, NE
Seattle, WA 98115
610.544.3789
acstage@aol.com