Giving Stock and Securities

Many of our donors choose to make stock gifts to Friends of SDPB each year. Giving stock held more than 12 months offers a two-fold tax savings:

Receive a tax deduction for the full fair market value of the stock on the date of the gift

Avoid paying capital-gains tax on the increase in value of your stock

Subtracting the tax savings from what you originally paid for the stock can result in a gift that costs just pennies on the dollar. This is an excellent giving option for stock that has appreciated substantially in value. Your gift of stock also brings with it SDPB Membership.

How to give stock/securities to Friends of SDPB

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Brokers usually require delivery instructions in writing, check with your financial advisor for details. To make a gift to Friends of SDPB, first give our brokerage service’s information to your financial advisor:

Edward Jones
Drew Schellpeper*
1001 E. Blue Earth Avenue, Suite B
Fairmont, MN 56031
(507) 238-4244

DTC#: 0057
SDPB Account: 5640878319
Friends of SDPB EIN: 23-7310698

Second, please notify Friends of SDPB, friends (at) sdpb.org, when you have completed your request to your broker to ensure timely processing of your gift.

Contact your giving officer or email us at friends (at) sdpb.org with questions.