How to make a gift of appreciated securities
1. Talk to your broker about the securities you'd like to give to ServeMinnesota or discuss the value of the securities you'd like to donate. Work with your broker to identify what securities or set of securities approximates that value.
2. Provide to your broker the following information on transferring securities electronically to ServeMinnesota's broker.
Broker name: LPL Financial
9785 Towne Center Drive
San Diego, California 92121
Account # 5649-8003
3. Alert ServeMinnesota of your plans to transfer securities by emailing email@example.com. Provide the following information:
Your name and address
The stock or other securities you plan to transfer and the number of shares
The approximate value of this gift
Let us know if you’d like to designate your gift to a specific program.
For additional questions about transferring securities, please contact our Vice President of Finance, Lynn Lewis at 612-746-1390 or firstname.lastname@example.org.
Disclaimer: Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.