Give a Gift of Stock

A gift of appreciated securities that has been held for longer than one year can be deducted for the full fair market value, thus avoiding capital gains tax. If you wish to make a gift of appreciated securities or mutual fund shares, please contact your investment advisor to ensure your gift is completed by December 31. To make a gift of stocks or other securities to FINCA:

  1. Your broker can electronically wire shares to our account using FINCA’s DTC number 0164 and account number 3279-0501 at Charles Schwab. Your broker can contact Schwab on 1-800-435-4000 with any questions. PLEASE NOTE: Your gift is not complete for tax purposes until the stock appears in our account.
  2. If you have physical possession of the stock certificate, send it unendorsed in an envelope to:
    FINCA International,
    c/o Mabel Valdivia
    1101 14th Street NW
    Washington DC 20005

    In a separate envelope to the same address, send a signed, but otherwise blank, stock power form.

Securities are transferred into our accounts anonymously, therefore, to ensure timely gift receipt you or your broker are asked to contact Mabel Valdivia at 202.971.4657 or Mabel.Valdivia@FINCA.org  to verify the number of shares and the name of the stock being transferred.

For deferred gift arrangements, such as charitable gift annuities or to name us in your estate plans, please contact Mabel Valdivia at 202.971.4657 or Mabel.Valdivia@FINCA.org.

FINCA is a non-profit, tax-exempt charitable organization under Section 501(c)(3) of the
United States Internal Revenue Code. Donations are tax-deductible.
Our tax ID number is 13-3240109. ©2014

1201 15th Street, NW, 8th Floor, Washington, DC 20005    P 202.682.1510    info@FINCA.org