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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:

  1. the long-term capital gain is excluded from taxable income, and
  2. 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

Direct: 612.303-5842
Cell: 612.206.1734
michael.b.block@ubs.com
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

Direct: 612.236.1830
Cell: 612.220.1864
amanda@wfmn.org