Gifts of Securities

Support the Library Foundation with a gift of securities

Thank you for considering a gift of securities in support of the Williamsburg Regional Library Foundation.

Gifts of securities often confer significant tax benefits on a donor. For example, contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what the donor paid for them; moreover, the capital gains tax is avoided through such a gift.  Please consult a tax advisor for details about the deductibility of your contribution.

To Make a Gift of Securities

To notify the Williamsburg Regional Library Foundation of a gift of securities, please contact the Library Development Officer Benjamin Goldberg with complete donor information (name, address, phone number), the name and type of securities to be gifted (public, private, restricted, mutual fund, etc.), the number of shares, and the date you intend to make the gift.  Please click on the PDF documents below for instructions and template forms to facilitate a gift of securities to the Williamsburg Regional Library Foundation. 

WRLF Gift of Securities Procedures
Instructions to donor’s broker to execute DTC transfer of gift of securities
Instructions to donor’s broker to execute a gift of securities
Instructions to WRLF Broker to inform of gift of securities

It is very important to us that we appropriately acknowledge the generosity of our benefactors in a timely and accurate manner. It can be difficult to identify the donor after a gift of securities is processed, particularly in the case of an electronic transfer. Therefore, please ask your broker to include your name and address in the DTC transfer instructions, and also please inform Benjamin Goldberg, Library Development Officer of your gift by email, phone, or letter.