Gifts of appreciated securities and mutual funds that have increased in value and been held for more than one year are advantageous and economical ways to make a gift to the Museum of the American Revolution. Making a gift of securities or mutual funds can help ensure that the promise of the American Revolution endures, while providing you with important benefits.
When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer for up to 30% of your adjusted gross income and not have to recognize the appreciation as capital gain.
Securities held by your bank or broker
Please notify your bank or broker that you are making a gift of securities to the Museum and share the following instructions. If you would like to indicate how you would like the gift to be used, please contact us at (267) 579-3478.
Donated DTC Eligible Securities:
Bank of America Nominee Name: PACO A/N: Bank of America
DTC Participant: 0955
DTC Agent: 20955
DTC Institutional: 20955 (to be used if Bank of America is affirming party)
Account Name: IM MUSEUM OT AMERICAN REV - GIFT
Client Account Number: 161020082517
Bank of America Contact: Emily Dasi-Sutton
For DTC ineligible securities or mutual funds, please contact Emily Dasi-Sutton for additional instructions
Wire Transfer Instructions:
ABA #: 0260-0959-3
Swift Code: BOFAUS3N
Account Name: Museum of the American Revolution
Account Number: 383011387743
Bank Name and Address: Bank of America, 400 Sentry Parkway, Suite 200, Blue Bell, PA 19422
Securities held by you
Please send unendorsed certificates by mail, along with a letter giving your name, address, and the purpose of your gift to:
Museum of the American Revolution
101 South Third Street,
Philadelphia, PA 19106
Attn: Kristian Smith
In a separate envelope, please mail to the same address a stock power for each certificate, along with a copy of your letter. Do not complete any information on the stock power other than your signature and the date and obtain a medallion signature guarantee. Your bank or broker can supply you with blank stock powers. For most expedient handling, do not fill in the Museum’s name as transferee on either the stock certificate or the stock power, and please do not send stock certificates to a transfer agent for transfer into the Museum’s name.
For more information or to discuss your gift, please contact Kristian Smith, Director of Development, at 267-579-3478 or [email protected]