You can avoid capital gains taxes and help contribute to the mission of Medical Teams International by giving gifts of appreciated stock. For instance, if you bought a stock more than one year ago you can transfer the stock to Medical Teams and potentially avoid capital gains taxes that would likely incur if you sold the stock instead. We recommend that you speak with your financial advisor. Ready to give, or have questions?
SECURITIES TRANSFER INSTRUCTIONS:
Securities held 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 & Company
Account Name: Medical Teams International
Account Number: 6717-2904
Tax ID#: 93-0878944
IMPORTANT: Please use the form below to notify Medical Teams International of stock transfers. We want to ensure your gift is promptly acknowledged.
FOR QUESTIONS, PLEASE CONTACT:
Medical Teams International
PO Box 4288
Portland, OR 97208
FOR NEGOTIABLE STOCKS OR BONDS:
To ensure Medical Teams is aware you are making a gift of stock/securities, please contact Tracy Holland at (503) 624-1005 regarding all stock transfers, including stock or securities held in forms that make these securities potentially negotiable (e.g., certificate form).