Give stock, bonds, or mutual funds

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	Z69 206 970
DTC number	0226
Tax ID number	23-706-9110

 

Broker

Fidelity Investments

Attn: Jim Gibbons

801 Boylston St.

Boston, MA 02116

617-267-4839 ext. 00046

Fax: 617-585-9916

Making this transfer is simple

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