Securities and Stock

Gifts of securities, such as stocks or other appreciated assets, can be a great, tax-efficient method for making a gift to Respite Care Charleston. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax.*

Contact your broker to transfer securities to Respite Care Charleston’s broker account

RCC’s Broker Name –Sara must provide this information
DTC Clearing #XXXXXXXX
For the account of: Respite Care Charleston Account #XXXXXXXXX

Please ask your broker to include “your name” and the phrase “For the benefit of Respite Care Charleston, Charleston, SC” in the transfer instructions.

Action Steps

Please ask your broker to include “your name” and the phrase “For the benefit of Respite Care Charleston, Charleston, SC” in the transfer instructions.

Stock Transfer Details:
Number of Shares:
Name of Company or Mutual Fund:
Ticker Symbol:

Once you request the stock transfer from your broker, please contact RCC (sara@respitecarecharleston.org) or call 843-647-7405 and let us know of the pending transaction(s).  It is important to provide:

  • Your name and address
  • Your contact information
  • The name of your broker
  • The name of the stocks being transferred
  • Its ticker symbol
  • The number of shares

*The material presented on this website is not offered as legal or tax advice. Please consult your tax advisor, financial planner, or attorney about the legal and tax benefits of any gift to Respite Care Charleston.