Transferring Gifts of Securities

Gifts to Mayan Hands Foundation in the form of stocks, bonds, or mutual funds that have appreciated in value may be especially attractive to you under the current tax laws.

Why? When you transfer ownership of securities to Mayan Hands, you receive a charitable income tax deduction for their full market value, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).

Donor information will not be included with your electronic transfer, so please alert us in advance about the type of securities and number of shares you plan to give. You can do so by emailing info@mayanhands.org, calling Diane Yoder at (518) 729-1900, or by filling out and mailing in the form found in the link below.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (i.e., for DTC transfers, the date the stock is transferred into our brokerage account). Following is the information necessary to transfer securities to our account:

Account name: Mayan Hands
Account number: Z40 246 741
DTC number: 0226
Tax ID number: 26-263 3965

Broker: Fidelity Investments
801 Boylston Street
Boston, MA 02116
(800) 544-5704

 

Making this transfer is simple

Download the instruction sheet and form (one-page PDF). This page includes important information to help you make your gift quickly and efficiently.