Stock & Securities Giving

Make a Greater Impact with a Gift of Stock

Donating appreciated stock is a powerful way to support local seniors—often with greater tax advantages than giving cash. When you give publicly traded stock that has increased in value, you may receive a charitable tax deduction for the full fair market value and potentially avoid capital gains tax on the appreciated amount. It’s a smart, generous way to increase your giving without writing a check.

If you’d like to invest in the future of Montgomery County’s seniors through a gift of stock, simply contact your broker and use the information below:

Brokerage House: Raymond James Financial Services
Account Name: Meals on Wheels Montgomery County
Account Number: 744D1686
DTC Number: 0725
Contact: Call Laurie McLaughlin 832.375.2500

Upon completing your donation, please inform Marion Hubbard, Director of Development, of the stock transfers so your gift can be properly acknowledged.