Many gifts to Triangle are made in the form of stock. By gifting an appreciated security directly to a charity like Triangle, a donor is eligible for a charitable deduction for the full market value of the stock, plus he doesn’t have to pay capital gains taxes!
The information below may help you if you are contemplating such a gift this year. Please feel free to share this information with your professional advisers, such as your attorney, CPA, or stockbroker.
When transferring appreciated securities, please notify the Education Foundation of the name and number of share being transferred in advance of the transaction. We want to make certain that your gift is correctly acknowledged for your tax records, and that you received full credit for your contribution in the Foundation next Annual Report.
Stock transfer form
| Legal Name: | Triangle Education Foundation | |
| Federal Taxpayer ID Number: | ___ | 23-7063427 |
| Mailing address: |
120 S. Center Street Plainfield, IN 46168 |
|
| Brokerage account name: | Triangle Education Foundation | |
| Brokerage account number: | 6606-1092 | |
| DTC number: | 0164, Code 40 | |
| Broker: |
Triangle Education Foundation
Contact: Bradford Vannelli |
|
| Fedwire Transfer |
Citibank NA 399 Park Avenue New York, NY 10022 ABA#: 021000089 FBO: Charles Schwab & Co., Inc. A/C#: 40553953
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