Stock Gifts

Photo: Sue Simenc

Gifts of Stocks

Giving a gift of securities is simple and offers a variety of financial benefits to help you and your national park.

Making a gift of securities is simple and offers a number of financial benefits such as:

Receiving an immediate income tax deduction for the fair market value of the securities on the date of transfer.
Not paying capital gains tax on the securities you donate.
You’re making a significant contribution that will enhance Cuyahoga Valley National Park.

Please have your broker transfer the securities to:

UBS Financial Services Inc. DTC #: 0221, Tax ID #: 34-1917257
FBO: Conservancy for Cuyahoga Valley National Park, Account No. 9N 14304
Contact Anna Rodisel, Senior Client Service Associate at 440-414-2750 or anna.rodisel@ubs.com prior to making any transfers with your name (the donor).

Sue Simenc

For more information about making a gift to the Conservancy, contact VP of Philanthropy Dan Blakemore at 330.657.2909 ext. 133 dblakemore@forcvnp.org.

The Conservancy is a tax-exempt non-profit organization recognized by section 501(c)(3) of the Internal Revenue Code with Tax ID# 34-1917257. The information presented here is general in nature. Please discuss your planned giving intentions with your professional financial and legal advisers.