Thank you for making a gift of stock to Bethlehem Inn!
The Inn is honored to accept your donation of appreciated securities. There are many benefits to giving a gift of securities as an alternative to a cash contribution. By contributing appreciated securities, you make a powerful community contribution while gaining valuable tax advantages. If you have owned appreciated securities for at least a year and a day, your contribution can offer the following benefits:
- Eliminates capital gains tax
- Enjoy a last minute tax break. Securities can be deducted on the date you transfer them.
- Claim the market value.
How To Initiate a Transfer:
Please notify us of your upcoming gift by completing this Form. Each time a gift of stock is donated, information about the gift for audit and acknowledgment purposes is needed.
If you need additional information on donating stock, please contact our local investment advisor, Ed Wettig, CFP United Financial Northwest 541-516-0923
1. To make a gift of stock have your broker transfer shares to:
SEI Private Trust FBO Bethlehem Inn A/C 1045654
DTC Clearing #2663
Bethlehem Inn Federal Tax Identification number: 93-1323419
Please return your completed form to:
Kim Fischbach
Director of Philanthropy
P.O. Box 8540
Bend, OR 97708
541-322-8768 ext.21