Thank you for your interest in donating securities! If you are still deciding whether a stock donation makes sense for you, please click here for a review of the potential tax benefits of this type of transaction. If you are ready to make your gift of securities, continue on this page.
Securities Delivered Electronically
We strongly encourage you to use electronic delivery, the most secure and expedient process available! Please use our Electronic Securities Delivery Request Form to initiate the transfer of designated securities by your broker to the Fabretto Children's Foundation's account at Oppenheimer & Company. A copy of your request will automatically be sent to Christina Falck, our Director of Development, so that we can properly record and acknowledge your gift.
If you choose not to use the form above, and prefer to initiate an electronic delivery by some other means, please email Fabretto with the following information:
- The name of the security
- The number of stock shares
- Your name, address, phone number and email
Securities Delivered by Mail
Mail your unendorsed certificate(s) and stock power in separate envelopes by registered mail to:
The Fabretto Children's Foundation
attn: Director of Development
3124 North 10th Street, 2nd Floor
Arlington, VA 22201
Securities Valuation Information
The date of the gift is the day of the stock passes from your control. The value, for income tax purposes, is the mean between the high and the low quoted selling price on that day. The Fabretto Children's Foundation is obligated to record your gift on the day it is received into its brokerage account. Consequently, given the increased volume of year-end gift transactions, it is advisable for you to plan your year-end charitable giving as early as possible. You may wish to have regular communications with your broker to ensure that the transfer takes place as you intend. These steps should help to assure you receive proper credit for your gift within the tax year desired.
Fabretto does not make any representations as to the accuracy of the above information. You should always consult with your financial advisor before initiating a charitable gift arrangement.