Consider donating long-term appreciated securities, like stocks, bonds, and mutual funds directly to Omega. When you donate securities - as compared to selling them and donating the proceeds - you can avoid capital gains tax while potentially earning yourself a bigger tax deduction! 

You can also support Omega by making a gift through your donor-advised fund.

Consult your broker or tax advisor to discuss how this strategy can best benefit you and Omega.

To ensure efficient processing of your gift, please contact Susan Miller at susanm@eOmega.org or 845-266-4444 Ext. 405 to advise her of your gift and its purpose. Please provide:

  • Your name
  • The name of the stock or mutual fund
  • The number of shares you wish to donate
  • The financial institution that is transferring the stock or mutual fund
  • What you would like your gift to support (you can always designate to use wherever the need is greatest)

To donate stocks or mutual funds via wire transfer, inform your broker/banker of your intention in writing. Please provide them with the following information:

  • The name of the stock or mutual fund
  • The number of shares or certificates you wish to donate
  • What you would like your gift to support

Details for Omega’s account at Axiom Capital Management (clears through National Financial Service)

Axiom Capital Management
Empire State Building
250 Fifth Avenue, Suite 5420
New York, NY 10019

Robert Doyle: rdoyle@axiomcapital.com  (212) 521-3859

DTC#: 0226
Omega’s Account Number: RK9-030230
Omega's Tax ID #: 23-7233306

Please contact Susan Miller with any questions you may have.

Susan Miller, Development Senior Associate
susanm@eOmega.org or 845.266.4444, ext. 405

Omega Institute
150 Lake Drive
Rhinebeck, NY 12572

Thank you for your generosity!