Three Ways to Donate Appreciated Securities



By Phone


1. If your broker or bank holds your securities, call your broker and tell him/her which securities you wish to donate to The Columbus Foundation. (Most firms require written instructions.) Have your broker contact:
UBS Financial Services, Inc.
The Cullman Investment Group
41 South High Street, 33rd Floor
Columbus, OH 43215-9940
Tel: 614/460-6541
Fax: 614/460-6575
Toll Free: 800/282-2727

They can arrange to have your broker transfer the securities by wire. Please use DTC number 0221 for the benefit of The Columbus Foundation, account # CM 82341 27.

2. On the same day you call your broker, please confirm your instructions in writing to your broker and state your desire to make a gift to The Columbus Foundation, including the number of shares, the name(s) of the stock(s), and the purpose for which you are designating your gift (for example, an addition to your fund at The Columbus Foundation. In your letter, include your broker’s phone number and send a copy of your letter to The Columbus Foundation so we can track your gift to assure it gets credited to the correct account. (address at the end of this document).

By Hand


1. Bring your unendorsed stock certificate(s) to The Columbus Foundation. Sign a stock power (one power for each certificate; complete the signature block only.) You will receive a receipt acknowledging your gift and its purpose. The “date of gift” is the date you deliver the securities.

By Mail


1. Send your unendorsed stock certificate(s) by registered mail to The Columbus Foundation.

2. In a separate envelope, by regular mail, send to the same address:
    A.     A signed stock power (one power for each certificate; complete the signature block only). Stock              powers are available from your broker, your bank, or The Columbus Foundation.
    B.     A brief note identifying yourself (name, address, phone number) and the number of shares, the              name(s) of the stock(s) and the purpose for which you are directing your gift.

3. Mail both envelopes on the same day. The “date of gift” is determined by the later postmark.

For more information, contact:

Donor Services and Development Department
The Columbus Foundation
1234 East Broad Street
Columbus, OH 43205
Tel: 614/251-4000 • Fax: 614/251-4009
Toll Free: 866/263-6001
Web: www.columbusfoundation.org