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Research & Policy Center » Contribute » Stock, Bond or Mutual Fund Gifts

Stock, Bond or Mutual Fund Gifts

 

Below is the essential information that you need to make a gift of appreciated securities to Environment Ohio Research & Policy Center.  If you have any questions or need additional assistance, please feel free to contact our Planned Giving Officer at 1-800-841-7299. 

  1. First, please fill out the form below so that we can track the transfer and receipt of your gift and send your the appropriate acknowledgement for your tax records. 

  2. Then, authorize your broker to transfer the shares.  Here is the information that your broker will need:

    Our DTC # XXXXX
    Our Account #
    Account is held in the name of the Center for Public Interest Research

 

Stock Donation Form

* = Required fields

[[Needs acknowledgment language]] 

First name: *
Last name: *
Address: *
Address line two:
City: *
State: *
Zip code: *
Phone number:
E-mail:

Stock Information
Name of company: *
Number of shares transferred: *
Anticipated date of transfer: *
Brokerage name: *

 
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203 E. Broad St. Suite 3 • Columbus, OH 43215
Phone (614) 460-8732
E-mail: Center@EnvironmentOhio.org
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