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
DTC # 0221 Account # 7A18375
Please also alert the Women’s Foundation of Minnesota, so we may anticipate your contribution.
Saanii Hernandez, Vice President
Women’s Foundation of Minnesota
105 Fifth Ave. South, Suite 300
Minneapolis, MN 55401
612.236.1807
saanii@wfmn.org