Making a gift of stock may offer some unique tax benefits to you, including:
Please be advised that this does not constitute financial advice—your broker and/or financial advisor will be able to help you determine which benefits might apply to your specific financial situation.
Note: Gifts of stock that are transferred directly into our brokerage account at Oppenheimer contain no donor information. In order for us to properly acknowledge your gift, it is very important that we receive the following information ahead of the transfer:
To contact our broker directly:
Oppenheimer and Co, Inc.
Galleria Tower Two
13455 Noel Rd., Ste 1200
Dallas, TX 75240
Phone: (972) 450-5009
Fax: (972) 450-3894
Account Name: Population Connection
Account #: G581476202
Our Tax ID # (or EIN): 94-1703155