Giving securities is one of the most effective ways to give from a tax planning perspective. Giving publicly traded securities to The College Heights Foundation that were purchased over a year ago and have increased in value can be an especially attractive way to fund a donation. A donor may benefit from a charitable deduction equal to the value of the securities. In addition to the tax deduction, capital gains tax is not due on gain in the donated securities.
| Information for Electronic Stock Transfer to The College Heights Foundation | |
|---|---|
Account# |
7338-6357 |
| DTC# | 0793 |
| Tax ID# | 61-0459494 |
| Broker Address | Stifel Financial Advisors 1131 Fairview Ave Suite 202 Bowling Green, KY 42103 |
| Broker Telephone | (270) 715-6030 | Maria O’Neill |
Please contact us via mail, email, fax or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Jessica Carver at 270-745-4597. If sending email, please use the Contact Us link on the navigation menu.
Thank you for your support of The College Heights Foundation.
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