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Gifts of Stock
Gifts of publicly traded securities provide a double tax benefit. You avoid a capital gains tax on appreciated securities, and you receive a charitable income tax deduction for the full fair market value of the securities.
How to donate stock
Step 1: Provide your broker with the following information to start the transfer process
Legal name:
Minneapolis Heart Institute Foundation
Attn: Development
920 East 28th Street, Suite 100
Minneapolis, MN 55407
Non-profit status: IRC 501(c)(3) organization
IRS Identification (EIN) #: 41-1426406
Designated broker account:
Firm: UBS Financial Services
681 Lake St E, Suite 354,
Wayzata, MN, 55391
Contact: Andrew Kiernan
Phone: 952-475-9463
Account: #RP05512 DTC: #0221
Step 2: Contact Minneapolis Heart Institute Foundation to notify us of your gift
Contact information:
Minneapolis Heart Institute Foundation Development Office
920 East 28th Street, Suite 100
Minneapolis, MN 55407
Phone: 612-863-3833
Email: donorrelations@mhif.org
Please provide the following information:
- Name
- Address
- Stock name
- Approximate amount
- Purpose of gift