A gift of appreciated stock held for more than one year can support the Arlington Historical Society’s mission while offering potential tax benefits, including a charitable deduction based on the stock’s fair market value, avoidance of capital gains tax, and the ability to carry forward unused deductions for up to five years. Please consult your financial or tax advisor to determine how these benefits apply to your circumstances.
If you have stock that has declined in value over time, donating it to the Historical Society can also yield benefits, particularly if you sell the stock first and then contribute the proceeds to us. This strategy should allow you to claim a deduction for both the loss from the stock sale as well as the charitable gift to the Historical Society.
How to Make a Gift of Stock
Contact Us Before Beginning
Contact the Arlington Historical Society before initiating your gift. We will provide the current instructions and information needed to complete the transfer.
Electronic Transfer
Your broker can transfer securities electronically to an account designated by the Arlington Historical Society. Contact us to request the current Electronic Transfer Authorization information to provide to your brokerage firm.
Physical Delivery
Stock certificates may be delivered in person, by registered mail, or by courier after arrangements have been made with the Society. Certificates registered in your name may require an Irrevocable Stock or Bond Power Form from your brokerage firm.
Notify Us of the Transfer
Brokerage transfers do not always identify the donor. Please tell us the name of the security, the approximate number of shares, your name and contact information, and the expected transfer date so we can identify and acknowledge your gift properly.
Questions About Planned Giving?
Contact us to discuss your options or let us know that you have included the Arlington Historical Society in your plans.