How to Donate Stock to CARITAS

Thank you for considering donating your appreciated securities to CARITAS.  Gifting your stock will provide considerable tax benefits including:

  • A charitable tax deduction equal to the fair market value of the stock at the time of your gift.
  • Avoidance of the capital gains tax on the increase in value.

CARITAS makes it easy for you!  Keep reading for all the information you need to donate stock.

Transfer Contact Information

  • Davenport & Co, LLC
  • Attn: Delaney Gibson, Client Service Associate
  • Direct phone: 804-915-2892
  • Fax: 804-549-4592
  • dgibson@investdavenport.com

Transfer Donation Information

  • DTC # 0715
  • Account Number CARITAS: #19718934
  • Account Number THP: #75431956
  • Further credit: CARITAS
  • CARITAS Tax ID #: 54-1441917

We’re Here to Help

Please let us know if you are making a gift or if you have further questions.  Contact Clara Stokes, Chief Development Officer, (direct phone: 804-887-1571) cstokes@caritasva.org.