Gifts of appreciated stocks, bonds and/or mutual funds that have been held for one or more years can provide great tax savings for you since the capital gain on unrealized appreciation is waived.
Gifts of securities will be recorded at fair market value on the date of transfer.
Certificates held by you
You may give securities you hold in certificate form to The Julian Center by hand delivering or mailing the certificate to our office. If you plan to mail the certificate, please call Mary Wibbenmeyer at (317) 941-2207 for specific instructions.
Securities held by your broker
Due to current statutes, your broker is not allowed to disclose any personal information when they transfer your securities. This includes your name. If you wish to gift stock through your broker, please use these three steps so that we may recognize your gift.
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Provide your broker with your name and address, the name and number of shares/certificates to be donated, and how you wish your gift to be designated (if any).
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Give your broker the following contact information so he/she may contact us for specific transfer instructions.
The Julian Center
Mary Wibbenmeyer
2011 North Meridian Street
Indianapolis, IN 46202-1305
(317) 941-2207
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Mutual Funds
Each mutual fund has special transfer procedures. If you would like to donate shares of a mutual fund to The Julian Center, please contact
Mary Wibbenmeyer either by phone at (317) 941-2207 or by email.
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