asset delivery instructions

Thank you for making a gift to The Community Foundation! Your gift will preserve and grow the quality of life in our region.

You may be eligible to take an income tax deduction or avoid capital gains taxes, please consult with your professional advisor for your specific tax savings.

To give appreciated stock held by a broker:

Please direct your broker to transfer shares to our bank custodian as follows:

TD Ameritrade, Inc.
Depository Trust Company (DTC) # 0188
For the Credit to TD Ameritrade Account #: 488889770
Account Name: Community Foundation of Rappahannock River Region

We want to promptly acknowledge your gift.

Please email The Community Foundation at info@cfrrr.org to notify us a stock gift has been initiated.

Please include the name of the donor/s (unless you prefer to give anonymously), the stock name and the number of shares, the fund you wish to support (if known).

To make a cash wire or funds transfer:

Please call The Community Foundation at (540) 373-9292 prior to transfer with the name of the fund or purpose to which it will be credited. Foundation staff will provide appropriate routing information.

Gifts of depreciated stock, bonds, mutual funds, closely held stock or other illiquid assets:

We ask that you or your broker contact our staff at (540) 373-9292 to discuss gifts in these asset classes prior to initiating a transfer or gift.

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