Gifts of Stock or Appreciated Securities

Stock gains can be put to good use by reinvesting in the community. Giving stocks, bonds and mutual funds that have increased in value (and which the donor has owned for more than one year) provides greater tax benefits to a donor than giving cash. Contact your tax advisor for your specific tax situation.

  • Legal Name: Young Men’s Christian Association of South Hampton Roads
  • YMCA of South Hampton Roads Tax Identification Number: 54-0445205

Instructions for Gifts of Securities:
Please notify the Philanthropy Team of your intended gift by calling (757) 275-9433 or email mcatalano@ymcashr.org.

The following information will help us accurately identify and designate your gift:

  • Donor’s name and contact information
  • Broker’s name, firm and contact information
  • Stock name/symbol
  • Number of shares/approximate value

YMCA of South Hampton Roads Broker Contact Information:

  • Truist Bank
  • Primary contact: Beverly Glenn: (404)724-3556
    • Alternate contact: Dawn Keevill-Carey: (404) 588-8296
  • Account: 7988493; YMCA of SHR Gift Clearing
  • Participant #2039 SEI Private Trust Co.

The information provided is not intended as legal or tax advice. For such advice about your particular situation, please consult an attorney or tax advisor.