Gifts of Stocks

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

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 Chief Development Officer John Debo at 330-657-2909 ext. 122 or jdebo@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.