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Gift of stock
If you itemize your tax returns, securities gifts may allow you to have a federal income
tax charitable deduction. Gifts of appreciated securities may provide additional
tax benefits. To see if this is the best option for you, please discuss your tax
situation with an attorney or accountant.
Gifts of stock may be wire transferred to the Metropolitan Family Services account at Northern Trust Securities, Inc. Contact Robert Falato, our financial representative at (312) 557-2632. Metropolitan Family Services' DTC Number is 0226. Our Account Number is NT2057045.
When transferring by wire, please ask your broker to include your last name-or its
first few letters-as an identifying "marker" on the transfer. This will help us
identify your gift and acknowledge it promptly.
If you have questions about gifts of stock or other appreciated property, call Luanne Irvin, Senior Director, Major Gifts at Metropolitan Family Services, (312)
986-4130, or contact her via e-mail at irvinlu@metrofamily.org.
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Make a gift
