Appreciated Securities

Gifting securities and mutual funds that have increased in value doesn't only benefit the children we serve; it also benefits you. Gifting securities will help to stretch your gift even further and help to grant even more wishes!

Many donors choose to make gifts of appreciated securities or mutual funds for two main reasons: 

  1. They can reduce or eliminate federal capital gains taxes on the transfer. 
  2. They can receive a charitable income tax deduction for the full fair market value of the securities.
Broker Transfer Instructions

To transfer a gift of securities that has appreciated in value (including stocks or mutual funds) to Make-A-Wish Minnesota, please provide the below transfer information to your broker:

U.S. Bank Contact Information
Brian Greavu, Account Manager & Assistant Vice President 
Phone: 651.466.6229
Email: b[email protected]

Address:
EP-DM-ITCC
1200 Energy Park Drive St. Paul, MN 55108

Depository Trust Company (DTC)
Participant Number: 2803 U.S. Bank N.A.
Account Name & Number: Make-A-Wish Foundation Minnesota #5002055-002

Federal Reserve Bank - Cleveland, Ohio
For: U.S. Bank Ohio
ABA Number: 042 000 013
Routing Symbol: 1050 Trust 
Account Number: Make-A-Wish Foundation Minnesota #5002055-002

Make-A-Wish Foundation of Minnesota
(EIN) IRS Tax Identification #41-1422893
1919 University Ave W, Ste 415
St. Paul, MN  55104

According to IRS Guidelines, the date and value of your gift are determined by the date on which Make-A-Wish Foundation of Minnesota takes control of the securities. We would like to acknowledge your gift quickly and accurately. If you have not already discussed details of your stock transfer with someone at Make-A-Wish Minnesota, please notify one of the below staff members:

Jennifer Wixon Carlson                        Lindsey Kumlien
Director of Operations                         Director of Development
[email protected]                        [email protected]
612.767.2762                                       612.767.2751

The information on this page is intended to assist you in your tax, estate and charitable planning. It is not intended as legal or tax advice. For such advice, please contact an attorney or tax professional.