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Donate Stock
Donating stocks, bonds and appreciated securities is an excellent tax strategy for charitable giving. You can receive an income tax deduction for the full market value of the stocks, bonds or securities and avoid all or part of the capital gains tax.
Your broker may transfer stocks, bonds or securities directly to CWPT. Please inform your broker to include your name, address and telephone number when transferring the specific gift to CWPT so we may acknowledge your generous gift and send you a letter for your tax records.
More information on Stocks, Bonds, and Securities
Stock Transfer Contact Information
for Civil War Preservation Trust
Merrill Lynch
Mr. J.E.B. Stuart, IV
707 East Main Street
Richmond, VA 23219
Direct Line: 804-780-1427
Toll Free: 866-656-2445
Fax: 804-343-4219
DTC# 5198
A/C#75802044
The Civil War Preservation Trust is a 501 (c) 3 charitable organization. The federal ID number is 54-1426643
Disclaimer: This information is not intended as legal advice. For legal advice, please consult an attorney or financial consultant. References to estate and income tax include federal taxes only; individual state taxes vary and may have further impact on results.
DONOR RESOURCES
2006 CWPT Annual Report (3.1 MB PDF)
Common Questions about Battlefield Preservation
Build a Legacy
- Ben Stein, noted author, economist, commentator, well-known actor and active battlefield preservationist.