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Give securities

Gifts to Oxfam America in the form of stocks, bonds, or mutual funds that have appreciated in value may be especially attractive to you under the current tax laws.

Why? When you transfer ownership of securities to Oxfam America, you receive a charitable income tax deduction for their full market value, up to 30 percent of your adjusted gross income, and you incur no capital gains tax (subject to IRS deduction limits).

Donor information in electronic transfers is not always complete, so please alert us in advance about the type of securities and number of shares you plan to give. You can do so by emailing stockgifts@oxfamamerica.org or by calling Marie Williams at (800) 776-9326 ext. 2423 or (617) 728-2423.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (i.e., for DTC  transfers, the date the stock is transferred into our brokerage account). Following is the information necessary to transfer securities to our account:

Account name   Oxfam America
Account number   Z69 206 970
DTC number   0226
Tax ID number   23-706-9110

 

Broker

Fidelity Investments
Attn: Jim Gibbons
801 Boylston Street
Boston, MA 02116
(800) 544-5704
Fax: (617) 585-9916

Making this transfer is simple

Download the instructions sheet (one-page PDF). This page includes important information to help you make your gift quickly and efficiently.