MAKING A GIFT OF STOCK
Thank you for your interest in making a gift of stock to the Stone Age Institute. Stock gifts are valued at the time of transfer to the Institute and the value of the gift is tax-deductible to the extent allowed by law. When you donate a gift of stock to the Stone Age Institute, you pay no capital gains tax on the sale (please consult your tax professional for further clarification).
For your convenience, we have established an account with William Blair and Company. They process both stock and wire gifts; your dollars will quickly support the Institute’s research and education mission. Please follow these instructions when arranging for your donation:
Electronic Stock Transfers
Contact your stockbroker and instruct him/her to transfer the shares to the Stone Age Institute’s account located at:
- DTC#: 771
- Account Name: Friends of CRAFT dba the Stone Age Institute
- Account Number: 156-09528-210 1-2
If you need assistance, you and your broker are welcome to contact our representative at William Blair and Company: Kevin Brock, + 312-364-8672 (Central Time).
Please notify the Institute regarding the number of shares and the stock name so we can quickly identify them when they arrive in our account. To ensure proper receipt of and recognition for a gift, it is important that you or your advisors make contact with our representative prior to delivery. We can also assist you with wire gifts or the donation of stock certificates. Contact Kathy Schick, co-Director, + 812-876-0080 (Eastern Time). Email: firstname.lastname@example.org.
The Stone Age Institute is a federally-approved non-profit 501(c)(3), tax-exempt organization. Contributions to the Stone Age Institute are tax deductible, subject to federal and state guidelines. The Stone Age Institute Federal Tax Identification Number is 35-2112461.