Ways to Give

Support the South Carolina Historical Society by Donating Appreciated Assets

Donating appreciated assets, such as stocks, bonds, and mutual funds, is a tax-efficient way to support the South Carolina Historical Society.

Ways to Give

Benefits of Donating Appreciated Assets:

  • Lower Out-of-Pocket Costs: Your donation costs you less out of pocket compared to a cash contribution.
  • Avoid Capital Gains Tax: By donating appreciated securities directly, you can avoid capital gains tax on their increased value.
  • Charitable Income Tax Deduction: You can take a charitable income tax deduction equal to the fair market value of the donated assets on the date the gift is received by the South Carolina Historical Society.

How to Donate

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For Securities in a Brokerage Account:

Transfer stock directly from your broker to our broker, Well Fargo, using the Depository Trust Company (DTC). This method is straightforward and efficient.

Transfer Information:
DTC Clearing Number: 2027
Account Number: 2019000794
Account Name: South Carolina Historical Society

Wells Fargo Stock Donation Instructions (PDF)

Contacts

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Please have your broker notify our staff and broker of pending transfers:

Taryn Mason
Chief Development Officer
Taryn.mason@schsonline.org

Debbie Romano
Wells Fargo Nonprofit and Philanthropic Services
Debra.romano@wellsfargo.com

Your generous contribution will help preserve and share South Carolina’s history for future generations. Thank you for your support!