Gifts of Securities

The Jones Foundation encourages gifts of appreciated securities. With a gift of securities that have been held for the required holding period, donors are entitled to a charitable deduction for the full fair-market value of the stock in the year of the gift. The fair market value of the gift is determined by the mean high and low sales prices on the date the stock is received by the Foundation. For additional tax implications, please contact your tax advisor.

Please follow these steps to make a gift of stock:

1. Notify the Foundation office at (757) 961-0222 of your intent. You may also email your intent to: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

2. Jones Foundation EIN: 54-1265842

3.Transfer through a brokerage house via DTC transfer. Our delivery instructions are as follows:

UBS Financial Services Inc.
DTC # 0221
Account Name: The Howard and Georgeanna Jones Foundation for Reproductive Medicine
Jones Foundation Account Number: BT09273
Contact: Connie Colacino
Telephone: (212) 821-2016

 
 

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