BerkShares Local Currency
Donations in 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 Stock Gifts:
DTC Brokerage Firm is Northern Trust DTC #2669
The receiving institution account number for Salisbury Bank and Trust Company is #1769531
Account Title: O/A Schumacher Center for a New Economics
Account Number: 68797007
Please provide advance notice of stock gift to:
Michele LaPlante, email@example.com
Salisbury Trust and Wealth Advisory Services
A division of Salisbury Bank and Trust Company
P.O. Box 1868 — 19 Bissell Street
Lakeville, CT 06039
Ethereum code: 0x49919F8f6D5579d950c8435AA947693Ca9f4c641