Give stock, bonds, or mutual funds
Gifts to Oxfam America in the form of stocks, bonds, or mutual funds 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, 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 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 (for transfers, the date it is transferred to our brokerage account). Following is the information necessary to transfer securities to our account:
| Account name | Oxfam America |
| Account number | 40K-137343-1 |
| DTC number | 0443 |
| Tax ID number | 23-706-9110 |
Broker
- Leerink Swann & Co.
- Attn: Jennifer Leonida
- 1 Federal St., 37th Floor
- Boston, MA 02110
- (800) 808-7525 ext. 4048
- Fax: (617) 918-4900
