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 will not be included with the transfer so please alert us in advance about the type of stock and number of shares you plan to give. You may download, fill out, and email this form to [email protected] or simply include all of the information from the form in the body of your email.
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:
Oxfam America
Account number: 10022305400
DTC number: 8275
Tax ID number: 23-7069110
Broker
The Bank of New York
Attn: BNY Wealth
201 Washington Street, Boston, MA 02108
(617) 722-7934
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.