Gifts of Stock or Mutual Funds

Your gift of stock or mutual funds is greatly appreciated and is fully deductible as a charitable contribution. The Center for Women’s History and Leadership is a tax-exempt 501(c)3 organization and registered with the I.R.S. Tax ID #36-3940738.

Gifts of long-term appreciated stock or mutual fund shares are an easy way to make a lasting contribution to the Center for Women’s History and Leadership. Benefits include:

Income tax savings: Entitles you to a tax deduction for the market value of the donated stock (not just your cost basis). For securities you have owned for more than one year, you can take an immediate income tax deduction.

Capital gain tax savings: You can avoid capital gains tax on any appreciation of the stock by donating the stock prior to sale.

Prior to transfer, please notify CWHL with the following information:

Your name
Number of shares
Name of the stock or fund

CWHL Contact and Account Information:

Glen Madeja

Executive Director

Center for Women’s History and Leadership
1730 Chicago Avenue
Evanston, IL  60201
call:  847-328-7500
email:  execdir@franceswillardhouse.org

How to Make a Stock/Mutual Fund Transfer to the CWHL:
The following information is necessary to electronically transfer a gift of stock to CWHL. Please alert CWHL about your gift so proper identification can be made.  Please give the information to your broker.

Stock Donations should be sent to:

DTC # 0443

FBO: First Bank & Trust Evanston

Receiving Institution Acct # ABM-280025

Name of our account at First Bank & Trust – Center for Women’s History and Leadership

Our contact person at First Bank is Charles Dickson, 847-733-7400

Information for Gifts of Stock or Mutual Funds to the CWHL Endowment Fund

Before initiating a securities transaction or wire transfer, please fax (847.492.0904) or email the finance manager, Jan Fischer (fischer@evanstonforever.org), at Evanston Community Foundation to alert them of the impending transaction and to provide instructions regarding disposition of the gift.

Regardless of the type of security, or if wiring cash, gifts should be directed to the Foundation’s
investment account at charles SCHWAB, our primary custodian. Specific instructions, by type of
transaction, are presented below. If you or your broker encounter any difficulties, please let Jan know, and she’ll coordinate with the head of our investment committee to ensure the transaction will be handled properly.

PRIMARY CUSTODIAN: charles SCHWAB
800.515.2157

WIRING CASH
Citibank NA, 111 Wall Street, New York, NY 10043
ABA Routing # 021 0000 89
FBO: Charles Schwab & Co, Inc., A/C# 405 539 53
for further credit to the Evanston Community Foundation, Schwab Account 2885-9993

SECURITIES
DTC Clearing 0164, Code 40
Reference – Evanston Community Foundation, Schwab Account 2885-9993

PHYSICAL SECURITIES AND CHECKS
Charles Schwab & Co, Inc., Attn: Transfer of Accounts
P.O. Box 52013, Phoenix, AZ 85072
Reference – Evanston Community Foundation, Schwab Account 2885-9993
Or
Overnight Mailing to
Charles Schwab & Co, Inc., Attn: Cashiering
2423 East Lincoln Drive, Phoenix, AZ 85016-1215

 

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