Donating appreciated securities is an excellent way to support Heritage Museums & Gardens.
If you own stock or mutual fund shares that have appreciated in value, you can donate these shares and take a federal income tax charitable deduction to the extent allowed by law.
Heritage Museums & Gardens prefers to accept gifts of stock that have been electronically transferred directly into our brokerage account.
Please instruct your broker to contact Alison Czuchra at Cape Cod Five Trust and Asset Management at (877) 409- 5600. You will need the broker to advise Alison of the name of the donor and the cost basis and acquisition date of the gift.
BMO Harris Bank N.A.
DTC Participant #992
F/B/O Cape Cod Five Cents Saving Bank #74-2040-01-7
Further credit to:
Heritage Museums & Gardens #65-0623-01-0
For gifts of Mutual Funds, please contact BMO Harris Bank N.A. directly at (920) 497-5274 for transfer instructions.
Your gift is tax deductible to the extent allowed by law. Heritage Plantation of Sandwich, Inc. (d.b.a. Heritage Museums & Gardens) is recognized by the Internal Revenue Service as a 501 (c)(3) non-profit organization. Our federal tax ID number is 04 270 4457.
For Questions, Please Contact Greg Wobst at firstname.lastname@example.org, or by calling 508.888.3300, ext 111