Donating Stock to Spirit of America is a win/win situation!When you donate appreciated securities (stock) that you have held for at least one year, you not only contribute to Spirit of America's efforts, but you may also realize a substantial tax savings. It can be one of the most tax efficient ways to make a charitable donation. Check with your tax advisor on how you may benefit from donating stock. Spirit of America is a 501c3 public charity, Tax ID 20-1687786.

 

Here are the options available to make a Stock Donation:

Option 1: Donate stock by transferring shares electronically. Contact your Broker and provide the following information for Spirit of America Worldwide:

Merrill Lynch
DTC #0226
Spirit of America Worldwide (Tax ID: 20-1687786)
Acct #W70-710679

Questions regarding electronic transfer:
Contact Merrill Lynch: 800 252-9295
Contact at Spirit of America, Peggy Findley: 310 230-5476

Option 2: Donate stock by Paper Stock Certificate

Mail unendorsed paper certificate(s)* by registered mail to:

Spirit of America Worldwide
12021 Wilshire Boulevard, Suite 507
Los Angeles, CA 90025

Questions regarding paper stock certificates:
Contact Spirit of America: 310 230-5476

Tax ID: 20-1687786

*Other appropriate forms should be sent in an envelope separate from the stock certificate.

Whichever option you choose, we would like to provide an acknowledgement of your gift which will also serve as your IRS receipt for your tax deduction. Please send an email or letter with the following information:

 

• Date of the transfer (if done electronically via the DTC)

 

• Donor's full name and complete address

 

• Name and number of securities transferred

 

Our mailing address is:
Spirit of America Worldwide
12021 Wilshire Boulevard, Suite 507
Los Angeles CA 90025

Questions? Contact Peggy Findley at Spirit of America: 310 230-5476

Or send an email to staff@spiritofamerica.net">staff@spiritofamerica.net">staff@spiritofamerica.net Please put "Stock Donation" in the subject line.

Thank you for considering Spirit of America!