A gift of appreciated stocks, bonds or mutual funds is an excellent way to support The Soldiers & Sailors Memorial Hall & Museum. Your donation will still be eligible for a tax deduction and it may allow you to avoid or reduce capital gains taxes. For more information on potential tax advantages, please consult with your financial adviser. Gifts of securities can easily be made by asking your broker to transfer the stock to our account at LPL Financial, LLC.
Please provide your broker with the following information:
LPL Financial, LLC
428 Forbes Avenue
Pittsburgh, PA 15219
Account Number: 6805-3667
DTC # 0075
Please have your broker notify Soldiers & Sailors of the expected stock gift by completing our Stock Notification and Transmittal Forms.
*It is very important that you or your broker provide your gift information. Our broker very often receives stock without the donor’s identity included. Completion of your gift details will help us to identify your gift and process your acknowledgement quickly.