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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the TKE Foundation.

Flowchart: Donor makes a gift of stocks or bonds to the TKE Foundation.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

Through our online stock gift tool – Our online stock gift tool makes it easier than ever to make a gift of appreciated securities. Complete your stock gift in less than 10 minutes. Start your stock gift online.

By electronic transfer – Please use the following information to transfer stocks or bonds from your brokerage or investment account to the TKE Foundation. Prior to a wire transfer please notify TKE Foundation CFO Brett Widner at [email protected] or 317-872-6533.

Security Delivery Instructions
FRB ABA 021001088
HSBC Bank USA, New York
452 Fifth Avenue
New York, NY 10018

For credit to:

TKE Foundation, Inc.
Incoming Wires Account 000112046
In favor of: VIAS-IIS Operations

By certified mail – If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. A gift of stock is valued for tax purposes on the date of transfer. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.