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Gifts of Stock

Gifts of appreciated securities, such as stocks and mutual funds, are excellent ways to support the Augusta Museum of History. Such gifts are simple and may provide a greater tax benefit than an equivalent gift in cash.

A gift of stock owned for more than one year may entitle you to an income-tax charitable deduction for the full fair-market value of the donated asset. If the stock has appreciated, you also avoid any capital-gains tax on the appreciation.

The majority of stock gifts are made through a simple electronic transfer. Your broker may transfer securities to the following account held by the Augusta Museum of History:

Wells Fargo Bank, N. A.
DTC Number: 0141
Account Number: 1260-2655

Contact: Gerald Mathis (706) 823-1000

Please have your broker specify that the transfer is to be a charitable contribution to the Augusta Museum of History, Federal Tax ID # 58-6000094. Your instructions should include the issuer of the stock, either the number of shares or the estimated gift value, and the intended gift purpose.

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