Consider donating long-term appreciated securities, like stocks, bonds, and mutual funds directly to Omega. When you donate securities - as compared to selling them and donating the proceeds - you can avoid capital gains tax while potentially earning yourself a bigger tax deduction!
You can also support Omega by making a gift through your donor-advised fund.
Consult your broker or tax advisor to discuss how this strategy can best benefit you and Omega.
To ensure efficient processing of your gift, please contact Kate Cruz at katec@eOmega.org or 845-266-4444 Ext. 417 to advise her of your gift and its purpose. Please provide:
- Your name
- The name of the stock or mutual fund
- The number of shares you wish to donate
- The financial institution that is transferring the stock or mutual fund
- What you would like your gift to support (you can always designate to use wherever the need is greatest)
To donate stocks or mutual funds via wire transfer, inform your broker/banker of your intention in writing. Please provide them with the following information:
- The name of the stock or mutual fund
- The number of shares or certificates you wish to donate
- What you would like your gift to support
Details for Omega’s account at Axiom Capital Management (clears through Hilltop Securities):
Axiom Capital Management, Inc.
The Empire State Building
350 Fifth Avenue, Suite 6740
New York, New York 10118-6705
operations@axiomcapital.com (212) 521-3800
DTC#: 0279
Omega’s Account Number: 77776740
Omega's Tax ID #: 23-7233306
Please contact Kate Cruz with any questions you may have.
Kate Cruz, Director of Development
katec@eOmega.org or 845.266.4444, ext. 417
Omega Institute
150 Lake Drive
Rhinebeck, NY 12572
Thank you for your generosity!