Making a Stock Gift
At the Women’s Foundation, donors can choose a philanthropic contribution through a gift of stock or other assets.
Making a stock gift may increase the impact of your gift and also decrease your tax liability. Under federal tax law, charitable gifts of appreciated, long-term stock have a double benefit:
- the long-term capital gain is 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
800 Nicollet Mall, Suite 600
Minneapolis, MN 55402
DTC # 0221 Account # 7A18375
Please also contact the Women’s Foundation of Minnesota.
Amanda Storm Schuster, Vice President of Advancement
Women’s Foundation of Minnesota
105 Fifth Ave. South, Suite 300
Minneapolis, MN 55401