Instructions for Transferring Gifts of Stock to the Museum
We accept donations of commonly held, publicly traded stocks. It’s giving made easy, and you may get a larger tax benefit than by making a cash donation. Donating appreciated securities allows you to potentially save twice on taxes. You avoid paying capital gains tax and may be able to take a charitable income tax deduction.
To make a gift of stock to the Museum please do so as follows:
Please write a letter to your broker and instruct them that you wish to make a gift of stock to the Antique Boat Museum. Kindly provide your broker with the following instructions and specify how many shares of which stock you are donating. Be sure to have your Broker include your name as donor and what the gift is for.
DTC 0235
RBC Wealth Management
A/C Antique Boat Museum; A/C 30262411
Please have your broker forward copies of your letter to each of the following:
Mr. John Nuber
RBC Wealth Management
19485 US Route 11
Watertown, NY 13601
Fax Number 315.788.6964
AND
Ms. Rebecca Hopfinger
Antique Boat Museum
750 Mary Street
Clayton, NY 13624
Fax Number 315.686.2775
Please notify the Antique Boat Museum of the details of your gift and an acknowledgment will be sent to you (Rebecca Hopfinger, Executive Director, rebecca@abm.org or call 315.686.4104 x224.) If you need further information related to gifts of stock please call: John Nuber at 315.788.4200.
The Antique Boat Museum is a non-profit educational institution, Federal EIN# 22-2319606
