How to Donate Stock to CARITAS

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How to Donate Stock to CARITAS

Thank you for considering donating your appreciated securities to CARITAS.  Gifting your stock will provide considerable tax benefits including:

  • A charitable tax deduction equal to the fair market value of the stock at the time of your gift.
  • Avoidance of the capital gains tax on the increase in value.

CARITAS makes it easy for you!  Keep reading for all the information you need to donate stock.

Transfer Contact Information

  • Davenport & Co, LLC
  • Attn: Jailyn Johnson, Client Service Associate
  • Direct phone: 804-915-2713
  • Fax: 804-549-4592
  • [email protected]

Transfer Donation Information

  • DTC #0443
  • Account Number CARITAS: #DA4001404
  • Further credit: CARITAS
  • CARITAS Tax ID #: 54-1441917
  • DTC #0443
  • Account Number THP: #DA4005561
  • Further credit: The Healing Place
  • THP Tax ID #: 31-1770517

We’re Here to Help

Please let us know if you are making a gift or if you have further questions by contacting Clara Stokes, Chief Advancement Officer, at 804-887-1571 or [email protected].