A gift of appreciated stock or mutual funds can fund veteran PTSD treatment while offering potential tax advantages. Consult your financial or tax advisor, then notify Headstrong so we can acknowledge your gift.
For stock held in brokerage accounts, your broker can assist you in making a gift of stock via a direct transfer to Headstrong. Please consult with your tax advisor before making a charitable donation to any charity. If you would like to make a donation of stock to HP (tax ID# 45-5261907), please note the following to the receiving brokerage firm (Fidelity Investments).
Provide these details to your broker for a direct transfer:
Brokerage House: Fidelity Investments
Account Name: Headstrong Project
Account Number: Z47972701
Telephone Number: (914) 215-6225
DTC Number: 0226
Your charitable income tax deduction is equal to the fair market value of the stock. You avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save on fees because you are transferring ownership rather than selling the stock.
For mutual fund gifts, or for gifts of stock not held in a brokerage account, please contact the Fidelity Team at (914) 215-6225.
Our giving team can help with transfer instructions, gift identification, and acknowledgment.