Gifts of Appreciated Stock

Gifting appreciated securities can be a tax-wise method of supporting ASH. You may qualify for a charitable gift deduction for the full market value of donated securities that you have owned for more than a year, while avoiding the capital gains tax on the appreciated value.

To transfer publicly traded securities to ASH electronically, please provide your broker with the following information:

Broker: Fidelity Investments
Account: Z40-031265
DTC Number: 0226
For benefit of: American Society of Hematology

Please instruct your broker with the number of shares and the name of the stock to be transferred and ask to include your name and address. Please contact the ASH Foundation with this information so that we can track the transfer properly, ensuring that it is received into the appropriate account. Please indicate as well if you would like your gift to support a specific fund.

For information, please contact:

Caitlynn McGuin
ASH Foundation Specialist
[email protected]
Office Tel. 202-823-4885