Donating Stock

Gifts of stock and other securities are a convenient way to make a big impact. Not only will your contribution help move us towards the peace and security of a world without nuclear weapons, it may also help you save money.

By making a gift of stock held longer than one year, you may completely avoid paying capital gains tax. In addition, you may receive an income tax deduction for the current market value of the gift. You may deduct gifts totaling up to 30% of your adjusted gross income in any year, with a five-year carry-over for any excess.

Electronic Transfer/DTC

If you hold stocks or bonds with a broker, you may transfer the security electronically by instructing your broker to send the security to our account through the Depository Trust Company (DTC). 

Ploughshares Fund contact:

Samara Dun
Phone: (415) 668-2244 x306
Fax: (415) 668-2214
Email: sdun@ploughshares.org

Ploughshares Fund account at First Republic Bank:

Stock Donation Instructions
DTC# 443 Pershing LLC
Include account name: Ploughshares Fund, Inc. #33L112118

Mutual Fund Donation Instructions
DTC# 443 Pershing LLC
Bin number needs to be created
Please contact Liz Chi at First Republic Securities at 415-262-8812
 

If you, the donor, or your broker have any questions, please contact:

Chinn/Kohler Group at First Republic Bank:

Diane Kohler
Phone:  415-364-4644
Email: dKohler@firstrepublic.com

Liz Chi
Phone: 415-262-8812
Email: lchi@firstrepublic.com

First Republic Bank
111 Pine Street
San Francisco, CA 94111
    

Please note:
Securities are transferred into Ploughshares Fund’s account anonymously. Please notify Samara Dun (contact above) of your name, address, stock and number of shares being donated before executing the transfer. Of course, we will respect the wishes of donors who prefer not to have their name publicly disclosed.