Oxfam America

Give Stock

Gifts to Oxfam America in the form of stocks, bonds, or mutual funds appreciated in value may be especially attractive to you under the current tax laws.


Why? When you transfer ownership of securities to Oxfam America you receive a charitable income tax deduction for their full market value, and you incur no capital gains tax (subject to IRS deduction limits).

Donor information in electronic transfers is not always complete, so please alert us in advance about the type of securities and number of shares you plan to give. You can do so by emailing stockgifts@oxfamamerica.org or calling Marie Williams at (800) 776-9326 ext. 2423 or (617) 728-2423.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers: the date it is transferred to our brokerage account). Following is the information necessary to transfer securities to our account:

Account name   Oxfam America
Account number   40K-137343-1
DTC number   0443
Tax ID number   23-7069110

Broker

Leerink Swann & Co.
Attn: Meghan O'Brien
1 Federal Street, 37th Floor
Boston, MA 02110
(800) 808-7525 ext. 4851
Fax (617) 918-4900


Making this transfer is simple

Download the instructions sheet (one page PDF). This includes important information to help you make your gift quickly and efficiently.