Make a Gift of Stocks or Securities
Donating appreciated stock is a powerful way to support 1st Stage—and it can provide significant benefits for you.
Why donate stock?
When you donate stock you've held for more than a year, you can:
Avoid capital gains taxes on the appreciated value
Deduct the full fair market value of your gift
Make a bigger impact by giving more than you could with cash alone
How to make your gift:
Making a gift of stock is simple. Provide the information below to your broker or financial advisor, and they'll handle the transfer. Then let us know so we can thank you properly!
Transfer Information
1st Stage, Inc. Tax ID: 26-0565070
For U.S. Securities (Electronic Delivery):
Bank: JPMorgan Chase Bank, N.A.
DTC Participant Number: 902
Credit Account Number: P72500
FFC Account Number: B20999003
FFC Account Name: 1ST STAGE, INC.
For Wire Transfers:
Bank: JPMorgan Chase Bank, N.A.
Bank Address: 270 Park Avenue, New York, NY 10017
ABA/Routing Number: 021000021
Account Number: 5120999003
Account Name: 1ST STAGE, INC.
For Physical Stock Certificates:
Mail unendorsed certificates via registered mail to:
JPMorgan Chase Bank, N.A.
Attn: Physical Processing
500 Stanton Christiana Road, Ops 3, 2nd Floor
Newark, DE 19713-2107
Account Number: B20999003
For Account of: 1ST STAGE, INC.
Please notify us: After initiating your transfer, contact us at heidifortune@1ststage.org or 703-854-1856 with the stock name, number of shares, and approximate transfer date. This ensures we can acknowledge your generous gift and send your tax receipt promptly.
Questions? We're happy to help walk you through the process. Reach out anytime at heidifortune@1ststage.org or call 703-854-1856.