Making a Gift of Stock/Securities
Electronic Transfer
The most popular and efficient way to transfer securities to 蜜桃导航 is by electronic transfer to the 蜜桃导航 account at PNC. This is done through a free delivery, which means 蜜桃导航 gets 100% of the value of the transfer.
Please notify your broker of your intent to make a gift of securities to 蜜桃导航. The broker will need the name of the stock, number of shares and the following information.
- Bank: PNC Bank
- DTC Participation #: 2616
- PNC Account Name: IDEASTREAM GIFT ACCOUNT
- PNC Account Number: 21-75-073-6911786
- Contact Person: Leah E. Fisher (216) 222-8220; Fax: (866) 301-8460; leah.e.fisher@pnc.com
- 蜜桃导航 Tax ID#: 34-1943865
Important information: Advise your broker to include your name and address on the check stub so 蜜桃导航 can properly acknowledge your gift.
蜜桃导航 鈥婥ontact Information
Ella Fong, CFRE
Director of Philanthropic Engagement
蜜桃导航
Idea Center
1375 Euclid Avenue
Cleveland, OH 44115-1835
(216) 916-6154
Send an email
Physical Certificates Delivered by Mail
If your securities are not held at a broker, then you can either mail or hand deliver the certificates directly to 蜜桃导航.
If mailing, send your unendorsed certificate(s) and a cover letter (including your name, address, and purpose of the gift) in one envelope. In a second envelope, send a signed, signature guaranteed, stock power. We strongly recommend using registered mail to forward your certificates and stock power. A stock power form can be obtained at your local bank or by contacting 蜜桃导航.
Please do not mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.
Physical Certificates Delivered In Person
Certificates may be hand delivered to 蜜桃导航 at Idea Center 1375 Euclid Avenue to the attention of Ella Fong weekdays between 9:00 AM 鈥� 5:00 PM. Upon arrival and in the presence of an authorized 蜜桃导航 representative, you will be asked to sign the back of the certificate or sign a Stock/Bond Power.
Tax Advice
Donors of securities are encouraged to consult their tax and/or financial advisors prior to making any stock gift.