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Gifts of Stock

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male student graduating from college wearing cap and gown

Donating appreciated stock is an easy and tax-effective way for you to make a gift to Moraine Park Foundation and help aspiring students. Please consult with your tax advisor in advance to be sure this is a good option for you.

Benefits of stock gifts

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Provide a bright future for Moraine Park students

Stock Transfer Instructions

Thank you for your interest in making a charitable contribution to the Moraine Park Foundation in the form of a stock gift. Your financial advisor or trust officer can assist you in making your gift of stock via a direct transfer. It is helpful for the Foundation to be notified of intended transfers and your intended use for the funds; please contact us with any information you would like to share.

Please note the following information:

Brokerage Firm: LPL Financial
Account No: 67831400
DTC No: 0075
Moraine Park Tax ID: 51-0188166
Relationship Specialist: Barb Frosch barbara.frosch@bmo.com
Phone: 920-236-6828
Fax: 920-236-6830

By certified mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift.

Contact us

If you have any questions about gifts of stocks, please contact Dana Bourland at dbourland1@morainepark.edu or 920-924-3225. We would be happy to assist you and answer any questions that you have.