Donate Stocks to Union Gospel Mission Gifts of appreciated securities offer tax advantages including forgiveness of the tax on capital gain and an income tax deduction for the fair market value of the securities. You can also make gifts of property such as real estate, life insurance and retirement accounts.
• Wire Transfer – After arranging the stock transfer with your financial advisor or broker please call Kevin Campbell at 503-274-4483×503 and let us know about the transfer. When the transfer occurs we will send out a letter of confirmation including the amount credited. Please give your advisor or broker the following information regarding Union Gospel Mission:
• Stock transfers to the Union Gospel Mission are handled by: Morgan Stanley Smith Barney, 121 SW Morrison St, 16th Floor, Portland, OR 97204 Phone: Toll Free 800-452-0966, Local 503-243-6900, Fax 503-243-6753
i) Union Gospel Mission DTC#: 0418
ii) Union Gospel Mission Morgan Stanley Smith Barney Account # 881-15043-18-020
• Certificate Transfer – If you plan on transferring actual hard copy stock certificates please mail the unendorsed certificates to: Union Gospel Mission, Attention Development, 3 NW Third Ave., Portland, OR 97209 Please include a cover letter detailing the transfer of the certificates. You must also include a Stock Power Form (available at your bank) for each type of stock you plan on transferring.
Donate Property to Union Gospel Mission Please donate that auto, boat, yacht, truck, RV, motorcycle or aircraft that’s no longer needed to the Union Gospel Mission. Your donation helps to prevent and end homelessness and transform lives at risk. Please call Rob Howells at 503-274-4483 x507 or Kevin Campbell at 503-274-4483 x503
Donate Real Estate to Union Gospel Mission Gifts of real estate through UGM can offer you the opportunity to make large, meaningful gifts and to enjoy substantial tax benefits. Each gift of real estate is unique and is dependent upon the condition of the property and your financial and tax circumstances. We can provide you all the details in how you can donate real estate. Please call Rob Howells at 503-274-4483 x507 or Kevin Campbell at 503-274-4483 x503
