Stock gifts

Avoid capital gains taxes and help save lives by giving gifts of appreciated stock (that you've held for more than one year).

For instance, if you bought a stock 8 years ago for $3,000 that is now worth $10,000, you may want to talk to your financial adviser about how to give a gift of stock to Medical Teams International to help people—and potentially save yourself capital gains taxes.

Sell the stock yourself, and you realize a $7,000 gain. Transfer it to Medical Teams International, and we realize no capital gains because we pay no income tax. The $10,000 goes to help us save lives around the world. At the same time, you realize a charitable tax deduction, as allowed by law.

Securities Transfer Instructions

Securities held in a street name (in an account maintained by a financial services firm) can be transferred to Medical Teams International electronically through the Depository Trust & Clearing Corporation (DTCC) using the following information:

Charles Schwab account # 6717-2904
DTC # 0164

To receive an acknowledgment for your stock donation, please notify Medical Teams International by contacting Pamela Blikstad at (503) 624.1000. You may also send a letter to:

Medical Teams International
Attn: Pamela Blikstad
PO Box 10,
Portland, OR 97207-0010

For shares of stock or other types of securities held in certificate form or in some similar form that makes the securities potentially negotiable, please contact Pamela Blikstad at (503) 624.1000 to discuss how best to make a transfer.

A transfer of mutual fund shares may require that Medical Teams International first opens an account with the mutual fund company. Again, in such an instance, please contact Pamela Blikstad at (503) 624.1000.