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Donate Stock
Many Windrush Farm donors make gifts using appreciated stocks and mutual funds because of the tax
advantages. The benefits of making a contribution of securities may include:
- Making a larger gift at a lower original cost to you
- Avoiding federal and state tax on the capital gain
- Receiving an income tax deduction (federal and most states) for the full market
value of your gift if you itemize deductions on your tax return and have held the assets one year or longer
We encourage you to consult your financial planner or tax advisor who can assist you in evaluating the tax
advantages available to you when making a donation of appreciated securities.
Instructions For Making Your Gift
Account Name: Windrush Farm Therapeutic Equitation, Inc.
Account #: 2425-2655
Brokerage House: Charles Schwab Investments
DTC # 0164
Contact: Jodi Detch / 617-241-8600 / jld@windwardinv.com
Any electronic transfer should be accompanied by written notice to Windrush Farm with the following information:
- Donor's name
- Name of stock and number of shares being transferred
- Purpose for which the gift is to be used
This notice may be mailed to: WFTE, 30 Brookview Road, Boxford, MA 01921, or may be faxed to 978-682-8599 or
sent by email to
jennifer@windrushfarm.org.
Ways to Donate
Donate by phone
978-682-7855
Monday - Friday
8:30am - 4:30pm EST
Donate by mail
Send to:
WFTE, Inc.
30 Brookview Road
Boxford, MA 01921
Donate Online
Make a secure donation
WFTE, Inc. is a 501(c)3 organization. Contributions are tax deductible in accordance with IRS rules & regulations.