Make a Gift of Stock

Make a Gift of Stock

You can enjoy certain tax benefits by choosing to support the work of the Mercatus Center with a gift of stock, including an income tax deduction on the fair market value of the donated stock and avoidance of capital gains taxes.

Transferring stock electronically is the most secure and fastest way to make a gift.  Simply have your broker contact ours at Merrill Lynch using the following information:

Name:  Merrill Lynch
Contact: Robert Testuide
Account #: 86Q-04152
ABA #: 044-000-804
DTC #: 5198
Phone: 703-464-8809
Fax: 703-467-9340
Address:
11951 Freedom Drive
Freedom Square, 17th Floor
Reston, VA  20190

At the time of the transfer, for audit and acknowledgement purposes, please provide us with:

Your name and complete address
Name and number of securities transferred
If you have any questions, please contact Gary Leff at gleff@gmu.edu or
1-800-815-5711.

Transferring Securities by Mail

If you would like to transfer your securities by mail, please send your unendorsed certificates and stock power, in separate envelopes, by registered mail, to:

Gary Leff
Mercatus Center at George Mason University
3434 Washington Blvd., 4th Floor
Arlington, VA  22201

Please include:

Your name and complete address
Name and number of securities transferred

If you have any questions, please contact Gary Leff at gleff@mercatus.gmu.edu or 1-800-815-5711.

 

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