Ways to Give
Gifts Of Stock
Did you know that stock gifts can give your family a big tax benefit even in a fluctuating market?
Stock gifts are the most tax efficient way for many to give. Because you avoid capital gain taxes, donating stock can allow you to give more than if you sold the securities and donated the cash proceeds!
How to Give:
Inform Your Financial Advisor/Broker and instruct them to transfer your desired number of shares to SBM, providing them with our brokerage account information:
Brokerage Firm: Capital Counsel LLC Investment Advisors
Account Name: Society of Behavioral Medicine
Account #: UCC822302
DTC #: 8420
Tax ID #: 13-2984912
