Stock Gifts

Click here for a printable version of stock transfer instructions.

Gifts of securities are simple to donate and may provide favorable tax benefits.

Gifts of securities are credited on the date of transfer to Eskenazi Health Foundation and are valued at the mean of the high and low quoted sales price on that day.

Stock may be donated as follows:

By electronic transfer Depository Trust Company (DTC) of the shares between your broker and Eskenazi Health Foundation’s broker at Stifel Nicolaus. Please call the Development office at 317.880.4900 to notify us of your plans to make a gift of stock. Stock transferred in this fashion is valued on the date of the transfer.

Donors should instruct their brokers that the following information is needed to process their gift:

Broker: Stifel Nicolaus
Contact person: Amanda Arbeene, 317.571.4528
Account Name: Eskenazi Health Foundation Gifting Account
Account #: 8148-8659
DTC #: 0793
Tax ID #: 31-1132066
From whom the stock gift is credit of: _________ (Name of Donor)
Purpose of Gift: ___________________ (indicate if unrestricted)
No purpose indicated is assumed to be unrestricted.

Click here for a printable version of stock transfer instructions.