Give Stock

You can give FamilyMeans a gift of securities, including stocks, or mutual funds that have appreciated in value. Gifts of publicly traded securities provide a double tax benefit. You can avoid a capital gains tax on appreciated securities, and you can receive a charitable income tax deduction for the full fair market value of the securities.

According to IRS Guidelines, the date and value of your gift are determined by the date on which FamilyMeans takes control of the securities.

Transferring Stock to FamilyMeans

When the stock is held by your stockbroker, call your broker with instructions to make the transfer to the FamilyMeans account listed below. Your broker may ask you for the following information to start the transfer process:

Legal Name:

1875 Northwestern Ave S.
Stillwater, MN 55082

Non-profit status:
IRC 501(c)(3) organization

IRS identification #

FamilyMeans designated broker accounts are:

Edward Jones

Brokers:  Jess Peterson
5995 Oren Av. N
Stillwater, MN
651 430-0468
888 279-0509
DTC # 0057 

RBC Wealth Management

Broker:  Libby Strong
350 N. Main Street 
Suite 106
Stillwater, MN  55082
888 548-7770
DTC# 1101-2966-2693

Please help us provide prompt acknowledgement of your gift! Contact us and provide the following information about your stock gift:

Stock Name
Approximate Amount
Purpose of Gift