A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale.
Your generosity uplifts lives across our community.
Donate Stock in 3 Steps
- Instruct your broker to transfer shares to the Tidewell Foundation.
- Provide the following information: Name of Stock, Number of Shares Being Donated, Intended Date of Transfer. The proceeds from your gift will support The Tidewell Foundation.
- Donor information is often not included when stock gifts are received. Contact us and we will send you your tax letter.
Stock Transfer Information
• Broker: Northern Trust Securities, Inc.
• Tidewell Foundation Tax ID#: 85-0729071
• DTC #: NT2124423
Get support at (941) 735-7155 or email delesamorris@tidewellfoundation.org.
