Stocks and Mutual Funds

Using appreciated stock or mutual funds is a tax-wise way to fund your gift to PBS39. Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and for outright gifts entitle the donor to a tax deduction equal to the fair market value of the securities at the time of transfer.

To avoid exposure to capital gain tax, the stock must be transferred to PBS39. We then sell the stock from our account.

Membership gifts

To make a current gift of stock, please give your broker the following instructions for electronic delivery to PBS39.

Deliver to DTC #2669
Account number: 17-95029

Account name: PBS39
Univest Bank and Trust Company

14 N. Main Street, Trust Dept.
Souderton, PA 18964
Bank Contact: Gary Brown 215-721-2410

For Further Credit:
PBS39 Foundation Corporation
ACCT #33-259700
Address: 839 Sesame Street
Bethlehem, PA 18015

  • Your stock gift will be credited the day it transfers at the average stock price of that day.
  • Please let the bank know your full name and contact information so we may properly acknowledge your stock gift.

Please contact us at 610-984-8134 or mariae@wlvt.org to notify us of the transfer details so that we can properly credit your gift and provide you with a letter for tax purposes.