Yes, we do. Most gifts of stock can be made directly from your brokerage account. Once you’ve told your broker which stock and how many shares you’d like to donate, simply provide these delivery instructions:
Account name: Chicago Architecture Foundation Bank name: Financial Network Investment Corporation Account number: 4N2-340384 DTC: 0443
The date of your gift will be the date that the securities are irrevocably transferred from your brokerage account. For publicly traded securities, the value of your gift will be the average of the high and low share prices on the date of your gift.
Please complete the following form and send it to your financial advisor: CAC Stock Gift
If you have any questions about ways to give, please contact us at 312-561-2118.
The purpose of this webpage is to provide general information that we hope will be helpful to you in your tax, estate and charitable planning. It is not intended as legal, accounting, tax or other professional advice and should not be relied upon as such. For advice or assistance with your particular situation, please consult your attorney, tax advisor, financial advisor or other professional.
IRS CIRCULAR 230 NOTICE: To the extent that this information concerns tax matters, it is not intended to be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.