Stock and Appreciated Securities Gifts

With electronic transfers, donating stock is as easy as a call to your broker with the following information:

Our broker information

DTC #: 0226
VERIS Wealth Partners (National Financial Services)
FAO: Peace Development Fund
Account #: 656-350513
Federal ID #: 042-738-794

You may contact our broker Tim Kingsbury directly at Veris Wealth Partners, e-mail Tim Kingsbury (tkingsbury [at] veriswp [dot] com), phone 800-659-8189 or fax 917-720-8423.

Our auditor requires us to receive the following information for all gifts of stock. Please have your broker mail or email us a letter stating the following:

  • Name of donor
  • Date of gift
  • Number of shares and name of stock
  • Value of stock on date of gift
  • Address/Phone Number
The Great Plains Restoration Council

Gifts of appreciated securities may be deducted at full market value on the date of transfer to Peace Development Fund. Give the Peace Development Fund a gift of stock that has increased in value and you may:

  • Claim a charitable gift deduction on your current year’s taxes, if you itemize
  • Avoid capital gains taxes you would owe if you sold it yourself
  • Avoid paying broker fees on the sale

To receive the full tax benefit, it is very important that you donate your appreciated stock directly to PDF and have us sell it.

If you have any questions regarding making a stock gift to PDF please call our offices at 413-256-8306 or e-mail PDF.