A gift of stock or appreciated securities a great way to provide work experience, training and support that will help those served at ACE reach their goals of full-time employment, economic self-sufficiency and family reunification. When you transfer ownership of securities to ACE Programs for the Homeless you will receive a charitable deduction for the full market value as of the date we receive it in our account, and incur no capital gains tax subject to IRS deductible limitations.
To transfer a gift of stock to ACE, you will need to provide the specific stock information and the following to your brokerage firm or financial advisor:
ACE’s Brokerage Firm: Charles Schwab
ACE’s Account Name: Association of Community Employment Programs for the Homeless, Inc.
30-30 Northern Boulevard, Suite B100
Long Island City, NY 11101
Account #: 5530 – 4603
DTC #: 0164
EIN: 13-3846431
In order to properly acknowledge your gift and provide a receipt, please provide the following information to Director of Development, Greta, at glin@acenewyork.org or (212) 274-0550 ext 24.
- Your name and address, telephone or email
- Name of stock/security
- Number of shares and estimated value as of transfer date
- Company name and contact information for your broker
Please also reach out with any questions or for more assistance.