Home >> Support the YMCA >> Giving Options >> Gifts of Stock

Gifts of Stock

The YMCA of Greater Hartford accepts gifts of appreciated securities as payment of any form of charitable gift. These gifts may be beneficial to income tax savings and capital gains tax.

For most donors, the fair market value of stocks and bonds may be deducted for income tax purposes up to 30 percent of adjusted gross income with a five-year carryover. All charitable giving, including planned gifts, should be reviewed with your tax advisor.

When a payment of a commitment or pledge is to be made with securities, the donor (s) may direct his or her broker to transfer/deliver the securities to the following account of the YMCA of Metropolitan Hartford, Inc., which is held at UBS Financial Services, Inc. in Hartford, CT.

You may contact the following to make a transfer:

UBS Financial Services, Inc.

90 State House Square, 14th Floor

Hartford, CT 06103-3600

1-860-727-1532 (telephone) or 1-800-527-7162 (telephone)

1-860-727-1514 FAX

Contact Person at UBS:

Ms. Carrie Dimascio

carri.dimascio@ubs.com

In order for the YMCA to follow up on such transfers, a copy of your letter of instruction should be mailed or faxed to:

Association Advancement Office

YMCA of Metropolitan Hartford, Inc.

241 Trumbull Street, second floor

Hartford, CT 06103-1501

Phone: 1-860-522-9622, ext. 2320 or 2308

Fax: 1-860-522-1314

Barbara.Eshoo@ghymca.org

Please include the specific branch or branches, if any, to benefit by your gift in the letter of instruction. Please contact the above for additional information.