A gift of stock, bonds or mutual funds provides even greater tax benefits to the donor than other gift vehicles. Giving securities is a simple and gratifying experience.
How to Make Gifts of Securities (Stocks, Bonds, and Mutual Funds)
- Please let us know by using our online form below or give us a call at 503-768-7900.
- Name of the security
- Number of shares
- Purpose or designation of gift
- To transmit your gift, please have your stockbroker contact:
DTC # 2803
For credit to : 19-506430 Lewis & Clark Operations
L&C Tax ID No. 93-0386858
Michelle Quimiro, Phone: 503-464-3783, Fax: 866-441-1351