Ways to Give

Gifts of Stock

At the Women’s Foundation, donors can support our work through a gift of stock or other assets. Making a stock gift may increase the impact of your gift and has potential tax advantages.

How does it work?

Under federal tax law, charitable gifts of appreciated, long-term stock may have a double benefit:

the long-term capital gain may be excluded from taxable income, and
the charitable contribution deduction is the fair market value of the stock.

Learn more about gifts of appreciated securities.

Want to get started?

If you’d like to make a gift of stock, certificates held by a bank or broker can be transferred to the Women’s Foundation of Minnesota electronically by following these steps:

Please give your broker the information below to make the gift transaction.

UBS Financial Services
Erin Callahan
681 East Lake Street, Suite 354
Wayzata, MN 55391
952.404.3788
erin.callahan@ubs.com

Tax ID #: 41-1635761
DTC #: 0221 Account #: RP72646

Please also alert the Women’s Foundation of Minnesota, so we may anticipate your contribution.

Maria Pauly, Accounting Clerk
Women’s Foundation of Minnesota
105 Fifth Ave. South, Suite 525
Minneapolis, MN 55401
612.236.1800
giving@wfmn.org