Giving to Children's

Stock Giving

You can give Children’s of Minnesota 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 avoid a capital gains tax on appreciated securities, and you 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 Children’s Foundation takes control of the securities.

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

Legal Name:

Children’s Health Care Foundation

Attn: Treasury - Sue Slocum

2525 Chicago Avenue South

Minneapolis, MN 55404

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

IRS Identification (EIN) #: 41-1814223

Children’s Health Care Foundation’s designated broker account is:

UBS Financial Services # RP 06828

DTC 0221

HSJ Investment Consultants

Asst Rachel Jordal, (952)475-9433

681 E. Lake Street, Suite 354

Wayzata, MN 55391-1714

Help us provide prompt acknowledgment for your gift! Call us at the number below and provide the following

information about your gift of stock:



Stock Name

Approximate Amount

Purpose of Gift

Mai Tran

Database & Donor Record Associate

Children's Hospitals and Clinics Foundation

2910 Centre Pointe Drive

Roseville, MN 55113

(651) 855-2831 (Office)

(651) 855-2850 (Fax)

Thank You!