Instructions for Gifts of Securities

Gifts of appreciated securities—including a publicly traded and privately held stock and mutual funds—offer a two-fold tax savings because you are then entitled to take a charitable deduction for the full current value of appreciated securities (held longer than one year), and also avoid paying the capital gains tax that would be due if you sold the securities.

To initiate a transfer of securities held by a brokerage or commercial bank, notify your broker or bank that you intend to electronically transfer the securities to the Federal Association. Please also notify the office at 202.331.2494 to ensure your gift is properly received and attributed.

Federal Association Account
Merrill Lynch
DTC# 8862
Account# 16H-26612

Federal Association Federal Tax ID#

SMOM Lockbox:
Order of Malta
P.O. Box 223132
Chantilly, VA 20153-3132