Stock Gifts

A gift of stock is a smart way to use your assets and can yield tremendous benefits for you and WHRO.

Giving stock held for more than 12 months offers a two-fold tax savings:

• Avoid paying capital gains tax on the increase in value of your stock.
• Receive a tax deduction for the full fair market value of the stock on the date of the gift.

Making a gift of stock can be as easy as picking up the phone and placing one call to WHRO and one to your broker. Please call Todd Holcomb, Director of Major and Planned Giving, at 757.889.9477 or send an email to todd.holcomb@whro.org for assistance.

For your convenience, you may also download a printable PDF of our stock transfer instructions here to share directly with your broker or financial advisor - please note that our transfer information changed in August 2025, so be sure you are using the most current version.

Stock Transfer Information:
Firm: Merrill Lynch, Pierce, Fenner, & Smith Inc.
Account Name: Hampton Roads Edu Tel Assn Inc DBA WHRO
Account Number: 8MM02069
DTC Number: 8862