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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Moraine Park Foundation.

Flowchart: Donor makes a gift of stocks or bonds to MP Foundation.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Stock and Mutual Fund Transfer Instructions

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

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. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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