The gift of stock and other securities is an easy way to benefit survivors served by The Retreat. Gifts of stock and other securities may be made directly to the The Retreat. A gift of appreciated stock is often more beneficial than cash, since the donor is eligible for a charitable income tax deduction for the fair market value of the stock and does not have to pay capital gains tax on the sale of the stock by the charity.

The Retreat uses Charles Schwab & Co., Inc. for stock transfer. Download and fill out this Stock Transfer Donation Form. Please call 631-329-4398 to speak to the Development Director or Finance Director for account details.

Upon confirmation of your donation, you will receive an official acknowledgment letter indicating the number and type of shares received and date the stock was converted into a gift.

All contributions are tax-deductible to the fullest extent provided by law. Every effort will be made to sell non-marketable securities as quickly as possible. For tax purposes, the value of the stock will be an average of the high and low prices on the date of the gift. The donor should be aware of possible tax implications. Please contact your tax advisor for complete tax deductibility rules.

The requirements for gifts of appreciated securities vary by region.