How it Works
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.
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
Michael Block
800 Nicollet Mall, Suite 600
Minneapolis, MN 55402
612.303.5842
michael.b.block@ubs.com
Tax ID #: 41-1635761
DTC #: 0221 Account #: 7A18375
Please also alert the Women’s Foundation of Minnesota, so we may anticipate your contribution.
Stacy Papier-Meister, Associate Director of Advancement
Women’s Foundation of Minnesota
105 Fifth Ave. South, Suite 300
Minneapolis, MN 55401
612.236.1827
stacy@wfmn.org