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Gifts of Securities

The benefits of donating appreciated securities (stock or mutual funds) can be tremendous. By doing so, you are able to avoid paying capital gains tax on the appreciation and are also able to claim a charitable deduction for the full fair market value of the security on the date of the gift.

If you desire to make a gift of appreciated securities to TWR, here are helpful instructions for you:

Electronic Transfer
An electronic transfer of shares can be made very easily to TWR. Please request your broker or bank to make a free delivery of securities to:

Brokerage Name: Schwab Institutional

Brokerage DTC Number: 0164 Code 40
Account Name: Trans World Radio
Account Number: 5025-2502
TWR's Federal Tax ID number (if needed): 22-1690564

Please e-mail, fax or mail TWR the following information so that we can identify your gift and send you a special receipt letter for your records. TWR is not able to identify the source of stock gifts without this information.

Your name and address
Daytime phone number
Name of stock
Number of shares
Date of transfer request
Designation of your gift

You may send the information to the attention of the Planned Giving department via any of the following methods:

Fax: 919-460-3702

Postal system:
Planned Giving Department
P.O. Box 8700
Cary, NC 27512-8700

For tax purposes, the date of your donation of electronically transferred shares is the date that the shares are actually received in TWR's account.

Certificate Transfer
If you desire to give stock held in certificate form, please call TWR's Planned Giving Department for specific instructions at 800-456-7897.
Mutual Fund Shares
Mutual fund shares may also be given to TWR. Please call our Planned Giving Department at 800-456-7897 to discuss the best way to accomplish this.
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