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Gifts of Securities

Gifts of appreciated securities may offer better tax benefits than a gift of cash. There are three ways to make a contribution.

Gifts of Securities

Gifts of SecuritiesGifts of appreciated securities may offer better tax benefits than a gift of cash. There are three ways to make a contribution.

Electronic transfer - Please ask your accountant or broker to contact the Chicago State Foundation (Foundation) for instructions.

Physical securities registered in the foundation's name - For donors who wish to have shares transferred into the Foundation’s name, consult your broker/agent or the security issuing agent for instructions. The Foundation’s Federal Tax Identification Number is (need number). After completion of transfer, send security via registered mail to the Foundation. Please include a transmittal letter identifying the name and address of the donor, security description and quantity, and intended purpose of the gift.

Physical securities in the donor's name - If you wish to make a donation in the form of physical securities registered in your name, please contact the Foundation.

Chicago State Foundation

9501 S. King Drive ADM 322

Chicago, IL 60628