For more information concerning Giving Stock or Matching Gifts Program, contact The Cooper Foundation at 856.342.2222 or cooper-foundation@cooperhealth.edu
Tax Benefits of Giving Stock
A gift of securities, bonds or shares in mutual funds may allow you to make a larger gift than otherwise possible. This can provide a two-fold tax benefit. You will not pay capital gain tax on appreciated stock, plus you can receive a charitable tax deduction for the value of the donated stock.
To donate securities, please instruct your broker to make the transfer using the following information:
BANK OF NEW YORK
DTC #901
FOR CREDIT TO: TD WEALTH / ACCOUNT # 806100
FOR FURTHER CREDIT TO: THE COOPER FOUNDATION / ACCOUNT # 689917011
Please contact us or have your broker notify us of the transfer in advance, so we can provide you with a prompt acknowledgment to serve as your tax receipt. Please provide us with the following information:
- Donor Name
- Donor Address
- Donor Phone Number
- Name of Security
- Number of Shares Transferred
- Planned Date of Transfer
- Restriction on Gift (if any)
Matching Gifts Program
Your company may offer a benefit to you that can help multiply the impact of your philanthropy.
Many employers sponsor matching gift programs and will match any charitable contributions made by their employees.
If the employer is eligible, request a matching gift form from the employer, and send it completed and signed to:
The Cooper Foundation
101 Haddon Avenue, Suite 302
Camden, NJ 08103
Employers, please consider The Cooper Foundation in your matching gifts programs.