Gifts of Stock

Donating shares of stocks or bonds is a great way to support TLDEF. You’ll receive a tax deduction for the full fair market value of a gift of appreciated securities held longer than one year.

Stock held at a brokerage account can be delivered electronically through the Depository Trust Company (DTC) program. Your broker will need this information, and will have you fill out certain forms to complete the transaction. This type of transfer can usually be done within 24 hours of the request being submitted to DTC.

If you don’t have a brokerage account, and wish to transfer paper stock certificates, please contact us for assistance.  Also, if you’re interested in donating mutual funds to TLDEF, please contact us for assistance, as that cannot be done through the DTC program.

Just follow the three easy steps below to make your gift to support justice and equity for transgender and non-binary people nationwide.

Step 1 - Initiate the Stock Transfer
Contact your broker to transfer shares using the following information:

DTC Number: 0443
Account Name: Transgender Legal Defense and Education Fund
Account Number: NAW006971

Amalgamated Bank
Attention: Scott Samuels, Amalgamated Investment Services
301 3rd Avenue
New York, NY 10010

Step 2 – Notify TLDEF
Send an email to let us know we should be expecting your gift. Contact Sue Lee Troutman, Director of Development, at stroutman@transgenderlegal.org.

Step 3 - Send the Securities to TLDEF
Ask your broker to initiate the transaction. TLDEF will confirm receipt of the transfer and provide a donation acknowledgement for your tax records.

Updated on Apr 26, 2021