Gifts of Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to Upbring that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains taxes is not due on gain in the donated securities.

 Information for Electronic Stock Transfer to Upbring
Account# A29083002
DTC# 902
Tax ID# 74-1109745
Broker Address J.P. Morgan Private Bank
221 W. 6th Street, Floor 2
Austin, TX 78701
Broker Telephone (512) 479-2027 | Carlin Ryger-Wasserman

Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact David Kahle at 512-706-7545. The fax number is . If sending email, please use the Contact Us link on the left.

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