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Stock and Securities Gift Notification Form

A gift of appreciated stock is one of the most tax-efficient ways to support Touchstone Center for Crafts. Donating is easy!

Provide your financial advisor with the transfer information for Touchstone Center for Crafts.
Receiving Firm: Smithfield Trust Company
Custodian: Northern Trust – Chicago
DTC Number: 2669
Account Name: Touchstone Center for Crafts
Account Number: 1008521
Primary Contact: Adam Szczepanski, [email protected], 412-246-4884

Notify Touchstone of Your Gift
Please complete the Stock and Securities Gift Notification Form so we can send you a receipt.

Questions
Reach out to our adviser [email protected] or to our Development Director [email protected]

Tax Benefits
Donating appreciated securities may allow you to avoid capital gains tax and deduct the full fair-market value. Please consult your tax advisor for details.

DONOR INFORMATION

First Name*

Last Name*

Email Address*

Cell Phone*

Street Address*

City*

State*

Zip Code*

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GIFT DETAILS

Asset Type*

Name on Bokerage Account*

Stock or Security Name*

Gift Source:*

Designation*

No Selection Restricted Unrestricted

If restricted, please describe

Approximate Transfer Date*

Last 4 Digits of Account

Approximate Number of Shares

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BROKER INFORMATION

Brokerage Firm*

Advisor Name

Advisor Email

Advisor Phone

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RECOGNITION

Recognition Preference*

No Selection Public Anonymous

If public, recognition name:

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NOTES OR SPECIAL INSTRUCTIONS

Notes or Special Instructions

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