GIFTS OF STOCK

Transferring securities held long term to the Bluegrass Institute allows you to make a gift and receive a charitable deduction equal to the full, fair market value of the securities. You pay no capital gains on your gift and neither does the Institute.

The best method of transferring these assets is to contact your broker and electronically transfer the stock from your account to the Bluegrass Institute’s account at TD Ameritrade.

Avoid selling the assets and then making a gift of the proceeds, because this will trigger a capital gains liability for you.

In order for the Bluegrass Institute to acknowledge your gift and provide you with an IRS receipt, please take the following steps:

1. Contact Michelle Robinson, Donor Relations Manager at mrobinson@freedomkentucky.com or by phone at 859-444-5630 and let us know that you would like to make a gift of stock.

2. Provide your name, your phone number, the name of the stock you are giving and the number of shares (e.g. 20 shares of Apple) and finally, how long those shares will be posted to the DCT.

3. In order for the Bluegrass Institute to receive your gift, you would just initiate a DCT transfer with your broker/account holder/company/etc… They will most likely ask for our account name, DCT # and Account # which is listed below.

ACCOUNT NAME: BLUEGRASS INSTITUTE FOR PUBLIC POLICY SOLUTIONS

ACCOUNT # 864767200

TD AMERITRADE DCT# 0188