Give a 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 a member of the Midwest Investment Team at (800) 621-4482, ext. 32. Metropolitan Family Services’ DTC Number is 0226. Our Account Number is NT2057045. Our Tax Identification Number is 36-2167940.
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.
Metropolitan partner FreeWill, a free financial planning resource, makes it simple to get started. You can learn more about your potential tax savings, access our DTC information, and complete the necessary paperwork online to support Metropolitan Family Services and the communities we serve with a gift of stock. Learn more and access our transfer information here.
If you have questions about gifts of stock or other appreciated property, please contact Mikayla Gehrisch, Development Database Administrator, at (513) 907-2909 or GehrischM@metrofamily.org.