Gifts of Appreciated Securities

Gifts of Appreciated Securities

Gifts of appreciated securities enable you to make a significant contribution to Virginia Museum of History & Culture while avoiding capital gains taxes on the donated shares.

Gifts of appreciated securities offer a number of tax advantages over a cash gift: you receive a charitable income tax deduction for the fair market value of the securities; at the same time you avoid capital gains taxes on the appreciated securities. To make a gift of appreciated securities, instruct your broker to transfer the chosen securities to the VMHC's brokerage account at Davenport & Company via the Depository Trust Company (DTC).

Please notify the VMHC that you have initiated the gift so that we may properly allocate the funds and provide you with a tax receipt. Alex Whitehurst, Advancement Systems Coordinator, at [email protected] or 804.342.9678

          Davenport & Company LLC
          One James Center
          901 E. Cary St. STE 1100
          Richmond, VA 23219
          Contact: Chrissy Robles
          D: 804-697-2940 TF: 1-800-846-6666  
[email protected]
          Account name: Virginia Historical Society

          Account number: 8587-1125
          Davenport's DTC number: 0715
          Davenport’s Tax ID Number: 54-1835842