Gifts of Stock

When securities appreciate in value, investors are left with capital gains tax and income tax liabilities. Gifting some or all of the securities being sold is a good way to avoid these taxes.

The best and easiest way of making a gift of stock to Healing the Culture is by electronic transfer via your broker or banker (financial services firm).  Direct your broker to transfer your shares to Healing the Culture via our custodian, Fidelity Investments.

You will need to provide your gift agent with the following information:

1 ) National Financial Services

Account #645-292041
DTC #0226
Authorized Individual: Camille Pauley

2) Wiring information (if necessary):

J.P Morgan Chase, NY
One Chase Manhattan Plaza
New York, NY 10005 

Domestic:
ABA #: 021000021
Credit To: National Financial Services, LLC
Credit Account # 066196-221
For Further Credit/Additional Instructions: Client’s name & Account Number (FFC: Healing the Culture Account 645-292041)

Foreign:
Swift Code/IBAN: CHASUS33
Credit To: National Financial Services, LLC
Credit Account #: 066196-221
For Further Credit/Additional Instructions: Client’s name & Fidelity account number (FFC: Healing the Culture Account 645-292041)

*Please note all foreign wire funds must be converted into USD dollars by the sender. If funds are not converted into U.S. dollars they will be rejected by Bank of New York.

3) Notify Healing the Culture’s Advisor of the order:

Lance Peters, Nautical Star Financial Group
Phone: (206) 905-8700
Email: lance@nauticalstarfinancial.com

4) And finally, notify Healing the Culture of the pending gift:

Notification of your gift to Healing the Culture is not automatic, and is not carried out by your financial services firm or by our broker. In addition, during the transfer of stock, identifying information on the donor (including your name) is typically lost. In order to be sure that we execute a timely order to sell, and that we properly acknowledge your gift, please call or email:

Aaron Howard, Bookkeeper
Healing the Culture
P.O. Box 3134, Rapid City, SD 57709
Phone: (855) 664-6598
Email: ahoward@healingtheculture.com

To process gifts of securities using other methods such as stock certificate and stock power, please contact Lance Peters in Step #3 above, for instructions.