Gifts of Appreciated Securities and Wire Transfers

scalesYou can donate to the Thomas Jefferson Foundation by stock or wire transfer. Please alert the Foundation of either transaction by contacting Kathy Kreeger by phone at (434) 984-9722, or by e-mail at kkreeger@monticello.org.

Appreciated Securities

Gifts of appreciated securities are put to work immediately whether designated for unrestricted operating support, to fund a specific project, or to be invested as permanent endowment. This is an easy way to give and offers two tax advantages. First, the full fair market value of the stock is fully tax deductible. Second, by transferring stock directly to the Foundation, donors avoid capital gain taxes.

The quickest and most secure way to donate securities is to ask your broker to make a transfer from your account to the Foundation's broker through the Depository Trust Company (DTC). Make DTC transfers to:

SunTrust Investment Services, Inc.
11 South 10th Street
Richmond, VA 23219-4001

DTC # 0226
For credit to account number: 073-628476
Thomas Jefferson Foundation
Federal Tax ID Number: 54-0505959

Contact: Mark Catron
Mark.P.Catron@SunTrust.com
(434) 978-4981

Please instruct your broker to add your name in the subject line of the transfer, so that we can identify you as the donor.  In addition to having you or your broker contact SunTrust Investment Services, it is very helpful to let the Foundation know the name and number of shares you are transferring. Alternatively, you may wish to deliver personally held stock certificates directly (view detailed instructions on how to do so) or to register securities in the Foundation's name.

For assistance in making a transfer of appreciated securities, please contact:

Thomas Jefferson Foundation Development Office at (434) 984-9820.

 

Wire Transfer Instructions

Gifts can be wire transferred directly to the Foundation's account with SunTrust Bank.

Make wire transfers to:

Beneficiary Account number: 1000018761055
Beneficiary Name: Thomas Jefferson Foundation, Inc.
Routing Number (ABA): 061000104
Bank Name: SunTrust

Please add your name and the purpose of the gift as detail, so that we can easily identify the donation.

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