Important Notice: As of February 1, 2014, the American Chesapeake Club Charitable Trust has moved its accounts from Morgan Stanley Smith Barney to Fidelity Investments. If you have previously established a bequest, included the Trust in your will, are planning a gift of stock, or are participating in a matching gifts program with your employer, you must update our information and provide them and us with the new forms listed below.
You can now donate when you shop at Amazon.com. For every eligible item purchased through Amazon.com, the AmazonSmile Foundation will donate 0.5% of your purchase amount to the American Chesapeake Club Charitable Trust.
Just click this link AmazonSmile to automatically login and have your Amazon purchases linked to the American Chesapeake Club Charitable Trust account. That’s it!
Matching Gifts Programs
Many companies provide a Matching Gift Program benefit for their employees and this is a great way to double your contribution to the American Chesapeake Club Charitable Trust.
These programs allow an employee to request that their employer match any qualifying charitable donation that they might choose to make within the limits set by the employer.
Be sure to check with your employee benefits coordinator before making your donation to see if they offer this great benefit!
Gifts of Stock
The end of the year is often a time to review stock portfolios. Stock that has appreciated significantly over the years makes an ideal charitable contribution to qualified 501(c)(3) non-
Donations to the American Chesapeake Club Charitable Trust can qualify for this treatment. Rather than pay capital gains on appreciated stock, donors of stock to the Trust can receive a charitable contribution for the value of the stock on the day it is transferred as a donation. The value is determined by averaging the high and low price of the stock on the day of transfer. In order for donations to be declared in the current year, the transfer must be made before December 31 of that year.
The American Chesapeake Club Charitable Trust brokerage firm is Fidelity Investments.
Three easy steps
First, determine which of the four American Chesapeake Club Charitable Trust funds you would like to contribute to:
Second, determine which of the following categories applies to your stocks:
Third, contact the American Chesapeake Club Charitable Trust for specific account numbers and/or sample letters of instruction to send to your brokerage firm.
Donations of stock may be made by using one of the Stock Donation Forms below:
If you have difficulty downloading or printing any of these forms, please email us with your request. We will gladly mail the forms you need.
Suggested Wording for Wills and Bequests