Do you own assets such as stocks, bonds, and mutual funds that have increased in value since they were purchased?
When you make a gift of appreciated securities, you enjoy a double benefit. You receive a tax charitable deduction for their full fair market value, and you pay no capital gains tax.*
The date that your shares are received in the Aquarium’s account will be the date of your gift.
Please use the following information to transfer a gift of stock to the Aquarium:
The National Aquarium in Baltimore
Tax ID: 52-1121163
Deutsche Bank Alex. Brown
Account #: 5XF-008778
DTC #: 443
Contact: John L. Kelly, Deutsche Bank Alex. Brown
If you have any questions about giving gifts of appreciated securities, please contact the Aquarium at 410-576-8678.
*IRS regulations state that you must have held a security for more than one year in order to take a tax deduction for the full market value.
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