Donate Stock

Your gift of appreciated stock or securities will help ITEP in our fight for fair and adequate taxes. The following information will ensure that your gift is received and confirmed appropriately. Thank you for helping ITEP further our vision to promote common sense tax policies that are responsive to our ever-changing economy and that raise revenue in an equitable and sustainable way.

Electronic transfer of stock or securities

Electronic or depository trust company (DTC) transfer of stock through a broker can be made through the TDAmeritrade account held by the Institute on Taxation and Economic Policy.

For instructions on completing an electronic stock transfer or handling gifts of physical stock certificates, contact:

Felicia Smith
Operations Manager
felicia at

Please have your broker include your name, address, phone number, email address, and details of the contribution.

What you need to know

Organization Legal Name and Address:
Institute on Taxation and Economic Policy
1200 18th St NW, Suite 675
Washington, DC 20036

Federal Tax ID #: