Yes, you can give Securities to Cappella Romana

When you make a gift of appreciated securities you help Cappella Romana, and could receive a double tax benefit—a charitable deduction and avoidance of capital gains tax.

Securities can be donated to the Annual Fund, to specific publications or to recording projects, to name just a few options, providing invaluable support for Cappella Romana’s mission.

• You may be able to take a tax deduction for the full, fair-market value for stock or other securities that have increased in value (if you have owned them for at least 12 months).
• You pay no capital gains tax on any appreciated assets you contribute.
• You have the wisdom of supporting Cappella Romana in a way that benefits you as well—and you may even be able to increase the amount of your gift because of its decreased cost to you.

To Make a Gift of Securities

Simply contact your financial institution and request the shares be transferred directly to Cappella Romana’s account at Fidelity.

You will need the following information:

Cappella Romana’s Broker: Fidelity Investments
DTC#: 0226
Account Name: Cappella Romana
Account number: Z44-787795
Cappella Romana Tax ID: 93-1124501

Contact: Mark Powell, Executive Director
1201 SW 12th Ave Ste 415, Portland OR 97205
503-236-8202

Before initiating a gift, please contact either Mark Powell at 503-236-8202 x100 / mark@cappellaromana.org or Becky Hawkins 503-236-8202 x102 / becky@cappellaromana.org so that we know to expect the securities you are donating and can promptly acknowledge your contribution.

In accordance with IRS guidelines, the date of your gift will be the date the securities are transferred to Cappella Romana’s account. For the purposes of crediting, the value is determined as the average of the high and low listings for the stock on that date.

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