By including The International Dyslexia Association in your charitable giving you have made a decision to take an active role in significantly increasing the amount of people served through the programs IDA has to offer. A gift of appreciated securities held for more than one year may bring about significant benefits to you as a contributor to IDA. You should always consult with your financial advisor before initiating a charitable gift arrangement.

• You may be entitled to a charitable income tax deduction for the fair market value of the gifted securities as of the date of gift.
  
• You eliminate capital gains tax that would ordinarily be due if you sold the appreciated securities on the open market and donated the proceeds from the sale to charity.
  
• Your charitable deduction can be claimed against up to 30% of your adjusted gross income and any unused deductions can be carried forward over the next five years.
• Your gift helps you achieve your long-term financial objective of reducing your income and estate taxes.
  
• If you find that you have securities that have declined in value over the years and are interested in donating them to charity, you may find it more advantageous to sell the securities first and contribute the proceeds to charity instead of donating the securities outright. This strategy allows you to claim a deduction for both the loss from the sale of the securities, as well as the charitable gift.
  
• If you are considering donating stock that is subject to a cash merger or tender offer, it is important for you to note that you will be subject to tax on the capital gain even though the shares were transferred to charity before the tender offer became effective.

Physical (paper) Securities:
If you have physical securities, you may deliver them in person, via registered mail, or by courier to IDA at the address below.

• If the certificates are registered in your name, it will be necessary for you to provide an Irrevocable Stock/Bond Power Form.  If donating stock in multiple companies, please complete a stock power for each and send under separate cover.
• If you have already had the securities issued in the name of The International Dyslexia Association, you may forward the securities to the following address:

The International Dyslexia Association
Attn: Executive Director
40 York Rd., 4th Floor
Baltimore, MD 21204-5202 

Electronic Transfer via Broker:
To make a gift of appreciated securities to The International Dyslexia Association, please provide your broker with the following information.

Our Broker is: Sun Trust Securities
Mail Code CS-CMD 3223
120 East. Baltimore Street, 23rd floor
Baltimore, Maryland 21202
 
Our Agent is: George Davis
Phone: (410) 583-2520
 
Transfer Instructions: 
DTC# 226
For Account AIF-706728
International Dyslexia Association
Attention: Stephen Peregoy

Please instruct your broker to include your name in the delivery instructions.

So that we are able to ensure proper acknowledgement of your gift for income tax purposes, we ask that you notify us in advance of any electronic transfers of securities. The information you provide should include a description of the securities donated, the number of shares of stock or face amount of bonds, your name, address, phone number, and e-mail address, if available.

Note: The International Dyslexia Association is obligated to record your gift as of the day it is received into the Prudential account. Consequently, given the increased volume of year-end gift transactions undertaken by your brokerage firm, it is advisable for you to plan your year-end charitable giving as early as possible. You may wish to have regular communications with your broker to ensure that the transfer has actually taken place. These steps should help to assure you receive proper credit for your gift within the tax year desired.

For additional information, please call IDA at (410) 561-6399

Lee Grossman, Interim Executive Director and CEO
The International Dyslexia Association
40 York Rd., 4th Floor
Baltimore, MD 21204
410-296-0232 (phone)
410-321-5069 (fax)
lgrossman@interdys.org