We are grateful for your interest in donating stock.
Directly transferring appreciated stock to Thistle Farms, instead of selling it yourself, avoid capital gains tax and may come with a significant tax deduction.
If you are 70 ½ or older, you may make gifts directly from your IRA to Thistle Farms without having to pay income taxes on those funds.
If You Have a Donor-Advised Fund
Your donor-advised fund allows you to participate in the funding process with great flexibility by recommending a gift to Thistle Farms with money you have already designated.
Thistle Farms gratefully accepts the following transfer methods for gifts of securities:
- Electronic Transfer: UBS# VX 46499 DTC#: 0221
- Account Name: Thistle Farms Inc.
- Tax ID Number: 58-2050089
Contact at UBS: William F. Sanderson III
The Wallace Group/ Brewer Investment Group
UBS Financial Services Inc.
3102 West End Avenue Suite 500,Nashville, TN 37203
(o) 615.750.8107 (f) 855.451.2759 ubs.com/team/wallacegroup
As the donor is not always clear when we receive stock, please contact us with details of your gift to confirm receipt and allow us to properly credit your donation.
Please contact your tax adviser to determine your personal tax benefits. For further information about donating stocks or donor-advised funds to Thistle Farms, please contact Tara Hamilton.