Donate Appreciated Securities

Interested in lessening your tax burden this year?

Consider donating appreciated securities to the ASE Foundation!

Maximize your charitable donation this year by using highly appreciated securities to fund your gift (stocks, mutual funds or exchange traded funds). To donate appreciated securities, please contact Sam Paglioni or Tom Foglia with Integer Wealth Advisors Group, LLC at 770-974-2787 or 215-643-6490.   

Here is what you’ll need to know:

  • Receiving Institution Account Number:  4182-1379
  • Account Registration: ASE Education and Research Foundation
  • Name of Receiving Institution: Charles Schwab & Company
  • DTC Number: 0164

A few important notes:

  • You must have owned the stock for more than a year. Otherwise, you only get to deduct the basis, not the current fair market value.
  • The value of the contribution is the average of the high and low prices for publicly held stock on the day of transfer.
  • There are some limits on the deductibility of gifts of appreciated property. This limit is 30% of your adjusted gross income. Amounts that you can’t use in the current year can be carried forward to be used in future years.
  • This strategy can be used for other forms of appreciated property, but you should consult with your tax advisor.