Strengthening Constitutional Self-Government

 

Ashbrook
 

Make a Stock Gift to the Ashbrook Center

Transferring securities held long term to the Ashbrook Center allows you to make a gift and receive a charitable deduction equal to the full, fair market value of the securities. You pay no capital gains on your gift and neither does Ashbrook. 

 

In order for the Ashbrook Center to acknowledge your gift and provide you with an IRS receipt, please call us at 419-289-5411 and let us know that you would like to make a gift of stock.

 

Then, to transfer these assets to the Ashbrook Center, please contact your broker and electronically transfer the stock from your account to the Ashbrook Center’s account at Smith Barney. Your broker will need the following information to expedite the stock or mutual fund gift

 

Irving Eisel Investments Inc. DTC # 0443
Contact Person:  Nancy Grimwood (419) 289-6222
Account # 5CV462544
Federal Tax ID #34-0714626

 

Avoid selling the assets and then making a gift of the proceeds, because this will trigger a capital gains liability for you.