Donate Stock or a Planned Gift

Donate Stock

Donating appreciated stocks, bonds or mutual funds is quick and may provide you with significant tax benefits. To make a gift of stock, your broker will need the following information:

National Financial Services
DTC# 0226
For the benefit of:
A/C# JAV-666366
Five Talents USA

For any transfer questions, please call our broker, Tim Danehower (703) 218-4015, at The Washington Group. Please also give us a call at (800) 670-6355 or (703) 242-6016 to let us know about your incoming stock gift so we can be aware and be on the lookout for it.

You may also use this form to submit your stock donation.

Gifts From Your IRA

If you are 70 ½ or older, you can make a tax-free distribution of up to $100,000 from your traditional or Roth IRA to Five Talents.  This might be a good option for you if you do not need the additional income from your required minimum distributions.

Gifts Through a Bequest

Create a legacy that reflects your values by making a bequest. Please contact Five Talents as you are drafting your will or trust, especially if you wish to restrict the purpose of your bequest.

Gifts of Other Assets

Five Talents is able to accept gifts of many other financial assets.  Please contact the Five Talents office directly if you would like to make a gift from one of the following assets:

• Real estate
• Retirement plan
• Life insurance
• Charitable lead trust

As with all financial decisions, we recommend you contact your financial or tax advisor for professional advice on the benefits of making a planned gift.  If you have already made a gift through your estate plan, please let us know.