Make a gift of stock to Heritage

Transferring securities held long term to The Heritage Foundation allows you to make a gift and receive a charitable deduction equal to the full, fair market value of the securities. You pay no capital gains on your gift and neither does Heritage.

The best method of transferring these assets to The Heritage Foundation is to contact your broker and electronically transfer the stock from your account to Heritage’s account at Truist Bank.

Avoid selling the assets and then making a gift of the proceeds, because this will trigger a capital gains liability for you. In order for Heritage to acknowledge your gift and provide you with an IRS receipt, please take the following steps:

Steps:

1. Contact The Heritage Foundation’s Membership Office at (800) 546-2843 to let us know that you would like to make a gift of stock.

2. Provide the following information to our representative:

• • Full name
  • Phone number
  • Zip Code
  • Stock name
  • Amount of shares

3. Call your broker with the information below and ask your broker to contact Truist Bank.

Truist Bank Contact Information:

Bank Name:
Truist Bank

Address:
1445 New York Avenue, NW 4th floor, Washington, DC 20005

Primary Contact:
Abby Croup, Account Manager
[email protected]
202-879-6438

Secondary Contact:
Laura Galaida, Client Manager
[email protected]
202-661-0741 

DTC Number:
2039 (Truist clears through SEI Trust Company)

FFC Truist Bank a/c:
11188

Heritage Account:
7040831