Making a gift to the ACLU of Ohio Foundation through a transfer of stock or mutual funds can be very advantageous from a tax point of view, especially if you own appreciated stocks or mutual funds on which you would have to pay long term capital gains tax.
Each individual’s tax situation is different, so you should consult your tax advisors about the best ways to make charitable gifts.
If your stock is held in brokerage account, your broker can transfer your gift electronically. He or she will need the following information:
UBS Financial Services, Inc.
DTC # 0221
Recipient: ACLU of Ohio Foundation
Because electronic transfers are made without identifying the donor, please alert us in advance about the stock and number of shares you plan to give. You can do so by contacting Development Manager Jocelyn Rosnick by emailing email@example.com or calling (216) 472-2200, option 3.
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account).
If you have any questions about giving stock, call Development Manager Jocelyn Rosnick at (216) 472-2200, option 3 or send us an email at firstname.lastname@example.org.