Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than giving cash. Your broker can assist you in making a gift of stock via a direct transfer to the Clay Center. The following information will ensure that your gift is received and acknowledged appropriately. 


Electronic Transfer of Stocks & Securities

Electronic or Depository Trust Company (DTC) transfer of stock through a broker can be made through the following accounts held by the Clay Center:

BB&T
DTC # 5385
Account # 1252002932
Contacts: John M. Barry – 304.348.7271; John D. Todd – 919.716.9169
300 Summers Street; Ste 620
MS 725-01-06-71
Charleston, WV  25301         
e-mail: JBarry@BBandT.com  

Morgan Stanley Smith Barney                                       
DTC# 0015
Account # 648024758
Contact:  Jason P. Thompson – 304.353.9052
500 Lee Street East, Suite 300
Charleston, WV 25301
e-mail:  jason.p.thompson@mssb.com  

The Clay Center has additional accounts at other brokerage firms. Please contact our development office at 304-561-3588 for more information. 



Legal Name and Address
Clay Center for the Arts & Sciences of West Virginia Inc.
One Clay Square 
Charleston, West Virginia  25301

Federal Tax ID # 55-0702401


NOTE: Electronic transfers DO NOT indicate the donor’s name. Please send an e-mail to the Center’s Chief Development Officer, Kathy Bush-Morris, at kbush@theclaycenter.org, and provide the donor’s name and details of the securities contributed, so that we may properly acknowledge your gift and forward information regarding your tax deduction.    



Questions?

For further information, and for instructions on handling gifts of physical stock certificates, contact Kathy Bush-Morris, chief development officer, at 304-561-3588 or kbush@theclaycenter.org.

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