Stock Transfers

One of the most effective ways to fund charitable gifts and obtain considerable income tax advantages is by donating securities that have appreciated in value. Normally, when you sell stock that has gone up in value since you bought it, the difference is subject to capital gains taxes. Since non-profits such as the Bill of Rights Institute are not subject to income tax, they can sell the securities and not be subject to the tax. The valuable income goes to an organization you choose, and stays out of the hands of the IRS!

How does it work? It depends on how you currently hold the stock.

If the stock is held in a brokerage account, the gift can be transferred electronically. The Bill of Rights Institute maintains a brokerage account with Stifel Nicolaus & Company, Inc. Transfers can be made into this brokerage account from any account in the country by using the following instructions:

Stifel Nicolaus & Company, Inc.
Bill of Rights Institute account number 1554-6027
DTC number 0793

Any electronic transfer should be accompanied by written notification to the development office at the Bill of Rights Institute, with the following information:

Donor’s name
Name of stock and number of shares being transferred
Purpose for which the gift may be used
Expected date of transfer

Emily Rose
Vice President of Development
Bill of Rights Institute
200 North Glebe Road, Suite. 200
Arlington, VA 22203

If you hold the stock certificate(s), the gift can be completed in two ways:

By mail: Send the stock certificate, along with instructions regarding the purpose for which it may be used, to

Emily Rose
Vice President of Development
Bill of Rights Institute
200 North Glebe Road, Suite. 200
Arlington, VA 22203

We recommend that you use registered or certified mail. In a separate envelope, please mail a signed stock or bond power, which can be obtained from your broker.

By hand delivery: The stock certificate, the letter of instructions and the signed stock or bond power may also be delivered by hand to the address listed above.

If you have any questions, please don’t hesitate to contact Emily Rose.