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 awhitehurst@VirginiaHistory.org or 804.342.9678

Davenport & Company via BNY Mellon's Pershing Clearing Services
DTC number: 0443
Account number: DA4005082
Account name: Virginia Historical Society DBA Virginia Museum of History & Culture
Contact: Chrissy Robles
D: 804-697-2940
TF: 1-800-846-6666  
crobles@investdavenport.com