Stocks & IRA Rollovers
Stock Gifts
Stock gifts are tax deductible and are not subject to capital gains tax. Tree Davis can work directly with you and your financial advisor to facilitate the gift.
The safest way to make a gift to Tree Davis is to transfer the shares electronically from your account to ours. Reach out to us if you would like to explore this option and for more information.
Stock gifts are tax deductible and are not subject to capital gains tax. Tree Davis can work directly with you and your financial advisor to facilitate the gift.
The safest way to make a gift to Tree Davis is to transfer the shares electronically from your account to ours. Inform your broker that you would like to make a stock gift to Tree Davis, and provide the following information:
Brokerage Firm: Schwab (DTC #: 0164)
Account name: Tree Davis
TAX ID #: 94-3169363
Account No.:
Please contact Tree Davis at info@treedavis.org to let us know that you are donating stock. This allows us to acknowledge you and confirm receipt in a timely manner. It is the policy of Tree Davis to convert all stock gifts to cash be used to fulfill the mission of Tree Davis.
