Donating Gifts of Stocks and Securities

Gifts of stocks and securities provide an appealing way for you to donate to the American Tinnitus Association (ATA). Contributors of stock receive a tax deduction for the market value of the securities, calculated on the day of their transfer, while avoiding payment of capital gains on the stock's appreciated value.

Please consult with your broker or adviser about the benefits of such a gift. The most efficient way to give a gift of stock is to have your broker electronically transfer shares to the American Tinnitus Association.

To donate securities electronically, please instruct your broker to make the transfer using our Depository Trust Company (DTC) number:
DTC number: 0418
Unrestricted account number: 5463988419
(Gift used for ATA’s current priority project)

Restricted account number: 5464026318
(Gifts restricted for research fund only) 

Contact:
Deborah Lee
Smith Barney
One Sansome Street
38th Floor
San Francisco, CA 94104-4448
W: (800) 289-9060
F: (415) 984-6596

Let us know that you have included us in your plans

Please notify us of the transfer in advance, or have your broker notify Smith Barney (details listed above), so we can properly acknowledge your gift and provide you with a donation tax receipt.
Please provide us with the following information:

• Donor's name and complete address
• Name of security
• Number of shares transferred
• Date of transfer
• Restriction on gift (if any)

For specific instructions on how to transfer securities or to notify us of an impending transfer, please contact Michael Malusevic at (800) 634-8978 x223, or email mike@ata.org.