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.
| 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: | M3 42620 | |
| DTC number: | 0221 | |
| Broker: |
Triangle Education Foundation c/o UBS Financial Service 100 Crescent Court, Suite 400Dallas, TX 75201 ATTN: Matt Lasko 214-965-6129 matt.lasko@ubs.com |
The Foundation is excited to announce Ariel Tarosky will join staff on February 21, 2022 as Senior Director of Development & Marketing. More
The Foundation is currently searching for two candidates to join the team. The two positions would advance the fundraising efforts of Triangle and its mission to serve the STEM World. More
Scholarships and Emergency Student Loans applications are now open! More
Have a look at the scholarships available and apply today!
You may be eligable for financial aid. Find out more by clicking here.
Get more information about the education and programs for tomorrows leaders!
