Contributing stock and other securities provides donors with an opportunity to avoid paying capital gains on the increase in the stock’s value. Donors also typically receive a tax deduction for the full fair market value of the stock on the date of the gift.
Individuals wishing to donate stock to the Chi Phi Educational Trust, a 501(c)(3) educational foundation, can do so using the procedures outlined below.
- Transfer the stock to:
UBS Financial Services
DTC#: 0221
Acct#: 2H 00119 Q3
Acct Name: Chi Phi Educational Trust Endowment Fund
- Notify Chi Phi: Once you transfer the stock, please contact the Chi Phi Development Office at 404.231.1824 or fax: 404.237.5090 with the following information:
- Your name
- The amount and name(s) of the shares you transferred
- The date of the transfer
- Any particular fund, if any, you want the stock gift to support
It is very important that you notify Chi Phi with this information so that you receive proper credit and a charitable gift receipt for your generous gift.
For More Information please contact Director of Development, Laura Landry at 404.231.1824 or landry@chiphi.org.
