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: Please electronically transfer, or have your broker electronically transfer stock:
Designated broker account:
JPMorgan Chase Bank, N.A.
DTC Participant Number 0902
Credit Account Number - P72500
FFC Account Number - 6645182003
FFC Account of - MINNEAPOLIS HEART INSTITUTE FOUNDATION – GIFTING
Address:
JPMorgan Private Bank
241 North 5th Avenue, Suite 900, Minneapolis, MN 55401
Please contact Michael O’Brien at 612-215-2127 if you need more information or assistance from J.P. Morgan.
Legal name:
Minneapolis Heart Institute Foundation
Non-profit status: IRC 501(c)(3) organization
IRS Identification (EIN) #: 41-1426406
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