You can make a larger gift to support refugees and displaced families at a lower cost to you by making a gift of appreciated stock.  Tax advantages include:

• Avoiding federal and state tax on capital gains;
• Receiving an income tax deduction for the full market value of your gift if you itemize deductions on your tax return and have held the assets for at least one year;
• Making a larger gift at a lower original cost to you.

Please consult your financial planner or tax advisor to determine how these potential tax advantages apply to your specific situation.

To make a stock donation to the IRC, please take two steps:
 
1. For securities held by a brokerage firm, instruct your brokerage firm in writing to make an electronic transfer to:

Smith Barney
DTC #0418
International Rescue Committee / Account #101-03209-17-107
Attn.: Marla J. Oster, marla.j.oster@citigroup.com, (212) 230-3536, fax (212) 230-3667.

2. Please inform the IRC of your gift.  Privacy laws discourage brokerage firms from releasing the names of clients, so, you must give the IRC permission to recognize that you have made a stock donation.  If you forget to inform us that your donation is being transferred via stock, the brokerage firm can decide not to inform us of your name, and therefore we will have trouble crediting and thanking you for your generous gift.

Please contact Nick Thomas, revenue reporting manager, via e-mail at Nicholas.Thomas@theIRC.org, or by phone at (212) 551-3177. 

Please provide:

• Name of securities;
• Number of shares you are transferring;
• Brokerage house / accounting firm and contact name; and
• Your address, phone number and email address.

For instructions on donating other types of securities (i.e. – stocks held in certificate form, making a donation of mutual funds, or making a planned gift), please contact Nick Thomas, revenue reporting manager, via e-mail at Nicholas.Thomas@theIRC.org, or by phone at (212) 551-3177.

From all of us at the IRC and the refugees we serve, thank you for your generosity!