Stocks And Securities
Making gifts of appreciated stocks, bonds, mutual funds or exchange-traded funds is one of the most tax-effective ways to support TKE while having an immediate impact on our mission.
Many donors prefer these gifts to maximize potential tax benefits and avoid paying capital gains tax.
A gift of stock is valued for tax purposes on the date of transfer. The fair market value of gifts of long-term, capital gains securities or real estate is a deductible up to 30% of a donor's adjusted gross income. Any amount in excess may be carried forward for five years.
Our online stock gift tool makes it easier to make a gift of appreciated securities. Complete your stock gift in less than 10 minutes through our partnership with FreeWill or transfer securities using the information below.
Give Stocks and Securities Prior to sending a wire transfer please notify TKE Foundation CFO Brett Widner at BWidner@TKE.org or 317-872-6533.
Stocks and Securities
Security Delivery Instructions Vanguard Brokerage Account
DTC Number 0062
For the Benefit of: Brokerage Account – TKE Educational Foundation INC
Brokerage Number 36022623
Sending Cash to our Vanguard Brokerage Account:Vanguard
FRB ABA 021001088
HSBC Bank USA, New York
452 Fifth Avenue
New York, NY 10018
For credit to:
TKE Foundation, Inc.
Master#JAEQG
Incoming Wires Account 000112046
In favor of: VIAS-IIS Operations
Please contact with questions: Ed Ruppert
Investment Consultant
Vanguard Institutional Advisory Services
400 Devon Park Drive
Wayne, PA 19087
610-503-1362
OR
Jeff Seegers
Investment Analyst
Vanguard Institutional Advisory Services
400 Devon Park Drive
Wayne, PA 19087
610-669-8287
Learn more about gifts of stocks and securities.