BerkShares Local Currency
Donations in paper BerkShares can be made at our offices.
Donations of Stocks and Mutual Funds
You may have highly appreciated stocks or mutual funds that you are holding on to because you do not want to pay capital gains taxes. By donating appreciated investments to a qualifying nonprofit, including the Schumacher Center for a New Economics, you avoid paying the capital gains tax and can take a deduction for the fair market value of the investments.
Delivery Instructions for Gifts of Stock
Please provide advance notice of stock gifts (include: receiving account name, stock name/ticker/CUSIP, shares or approximate value and donor name). Notification and/or questions should be directed to October Mountain Financial Advisors’ Client Services ((413) 243-4331).
In Kind Asset Transfer:
Instruct DTCC eligible securities and the Options Clearing Corporation eligible options
to clearing broker:
Receiving Firm: Charles Schwab & Co., Inc.
DTC No.: 0164
Account Name: Schumacher Center for a New Economics
Account No.: 8693-9192
Crypto Currencies
Ethereum code: 0x49919F8f6D5579d950c8435AA947693Ca9f4c641
