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Gifts of Stocks or Securities

Instructions for Making Gifts of Stock

Gifts of publicly traded securities that have appreciated in value allow you to claim a charitable deduction for the full market value of the securities on the date the gift is made. You pay no capital gains tax on the appreciation and Maryland Center for History and Culture receives the full value of the gift.

Donors may make a gift of stock by advising their financial representative to contact the firm below with the instructions for the transfer.

Brown Advisory
901 South Bond Street
Baltimore, MD 21202

Acct: 5690-0967
DTC: #0141
Broker: Carly Neidecker
cneidecker@brownadvisory.com
T: (410) 895-4888
F: (410) 537-6487

Please advise the Maryland Center for History and Culture of an intended gift of stock prior to the transfer so that the Advancement Department is aware of the transaction and can acknowledge the appropriate donor.

Contact Hilary Chiang, Director of Individual Giving, at hchiang@mdhistory.org or 410-685-3750, ext. 339, for gift plans or questions.

Donors making stock gifts receive a tax deduction based on the mean value on the date of transfer to the MCHC.