Make a Donation of Stock
Thank you for indicating that you are interested in gifting stock to Interfaith Hospitality Network of Greater Cincinnati. The method for making a gift of stock depends on how you hold the stock to be donated. Here are the instructions on making the transfer:
If you hold a physical stock certificate:
Write a “Letter of Authorization”, which is a basic letter that states that you authorize a gift of stock to Interfaith Hospitality Network of Greater Cincinnati, Inc. The letter should indicate the number of shares you would like to gift and should also indicate Interfaith Hospitality Network of Greater Cincinnati, Inc.'s account number at our brokerage firm, UBS: #GB07316. The letter needs to be signed by all parties listed on the stock certificate; for example, if the stock certificate is in the name of you and your spouse, both of you needs to sign the letter of authorization.
Sign the back of the stock certificate. All parties listed must sign the back in order for the stock to be gifted. (If you would prefer not to sign the actual certificate, please let me know and I can send you a Stock Powers Form, which will have the same effect.)
Mail or drop off all materials to:
UBS
Attn: Andy Garman
8044 Montgomery Road, Suite 250
Cincinnati , OH 45236-2949
UBS telephone: 792-5240
UBS will then cash the stock, mail IHNGC a check for the amount, and we will process a thank you letter/receipt for your files.
If your stock is held by a brokerage firm:
Contact your brokerage firm and have them make an electronic transfer of stock from your account to our account at UBS. Your broker will need to know UBS's DTC number to make the transfer, as well as IHN's account number at UBS:
- UBS's DTC number; #0221
- IHN's account number at UBS: #GB07316
The stock will be transferred electronically. UBS will then cash the stock, mail IHNGC a check for the amount, and we will process a thank you letter/receipt for your files.
Questions? Contact MerryBeth McKee, Director of Operations at 513-471-1100 or at merrybeth@ihncincinnati.org
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