Gift of Stocks and Other Securities
The Foundation accepts donations in the form of stocks or other securities from other financial institutions.
The donors need to initiate the process from their own brokerage firms and provide the following information:
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The Foundation's Vanguard brokerage account # 49868975
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DTC# 0062 (Depository Trust Company number for Vanguard Charitable)
The donor needs to fill out the online donation form. In the Donation Amount section, set the "Amount of Cash" to 0.00 and fill out the security information in the "Non-cash Donation" field.
Please notify the Foundation at treasury@nthu-na-foundation.org when a stock certificate has been sent so we can monitor the account and watch for its posting.
The Foundation will file Form 8282 with the IRS within 90 days of selling and give a copy to the donor. The donor may need to attach Form 8283 with the IRS tax return.