Donate StockGifts of securities that have risen in value since their purchase may be particularly attractive under current tax laws. Here’s why:
- You avoid all capital gains tax when you contribute long-term appreciated securities to Allied Services Foundation.
- You receive a charitable income tax deduction equal to the fair market value of the securities if they have been held longer than one year.
Please use the following instructions to make a gift of stock. Whatever method you choose, you or your broker must provide the following information for audit and acknowledgement purposes:
- Donor’s name and complete address
- Name and number of shares transferred
- Date of the transfer
- our preference, if any, for Allied's use of the contribution
How to Transfer Stock to Allied Services Foundation
First, please call Allied Services Foundation and let us know you are making a gift of stock: (570) 348-1407. This is important to ensure proper receipt and acknowledgement. Then choose a method below.
Option 1: Electronic Transfer
Your broker may transfer securities electronically into Allied Services Foundation’s account.
- Brokerage: PNC ~ Hilliard Lyons
- DTC (Direct Transfer Code) Number: 0768
- Account Name: Allied Services Foundation
(Tax ID# 23-2523682) - Account Number: 1118-7625
Option 2: Physical Transfer
You may forward your stock certificate(s) directly to the Allied Services Foundation. Each stock certificate requires a stock power form. The stock powers should be signed and the signature guaranteed by your bank or broker.
Mail the stock powers, along with a letter indicating your intent to make a gift to the address below. Under separate cover, send the stock certificate(s) to the same address. For additional protection, we recommend that you send the certificate(s) via registered mail.
Please mail to:
Allied Services Foundation
100 Abington Executive Park
Clarks Summit, PA 18411
Phone: 570-348-1407
Who Can Tell Me More?
If you would like more information about giving to Allied Services Foundation, please contact:
| Address: | Staff: |
| Allied Services Foundation 100 Abington Executive Park Clarks Summit, PA 18411 Phone: 570-348-1407 E-mail: jbrogn@allied-services.org |
Tom Pugh, Vice President Jim Brogna, Asst. Vice President- Advancement Barb Norton, Director of Corporate & Foundation Relations Peggy Ford-Katz, Asst. Director of Development |