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Stock Gifts

Stock Gifts

Gifts of Stock – especially long-term appreciated stocks support our mission, while providing significant tax benefits for the donor.

How to Donate Stock:

If the securities are held by your bank or broker, we recommend an electronic transfer via the Depository Trust Company (DTC) system. Give your bank or broker the following instructions:

  • UBS
  • DTC# 0221
  • For Credit to Account: UBS a/c KA35697
  • Account Name: Partnership for Families, Children and Adults (Tax ID 62-1326050)
  • Attention: Russ Wilson
  • [email protected]
  • 865-329-1247

  • We often receive gifts of stock through our broker without the donor’s identity included.
  • Please instruct your stockbroker or agent to notify Sharon Love at Partnership for Families, Children and Adults of the date of the transfer and all details of the gift of securities to insure that your instructions are carried out in a timely manner. Failure to provide this additional information may cause a delay in recognizing you a donor and an appropriate tax receipt.

  • Sharon Love
  • Director of Philanthropy
  • Partnership for Families, Children and Adults
  • 5600 Brainerd Road, Suite E-3
  • Chattanooga, TN 37411
  • 423-697-3827
  • [email protected]

Download Partnership's Stock Gift Instructions Here

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