Making a Gift of Stock/Securities

Electronic Transfer
The most popular and efficient way to transfer securities to 91ÖÆÆ¬³§ is by electronic transfer to the 91ÖÆÆ¬³§ account at PNC. This is done through a free delivery, which means 91ÖÆÆ¬³§ gets 100% of the value of the transfer.
Please notify your broker of your intent to make a gift of securities to 91ÖÆÆ¬³§. The broker will need the name of the stock, number of shares and the following information.
- Bank: PNC Bank
- DTC Participation #: 2616
- PNC Account Name: IDEASTREAM GIFT ACCOUNT
- PNC Account Number: 21-75-073-6911786
- Contact Person: Samuel Ross Martin (412) 442-8772; Fax: (800) 449-7382; samuel.martin@pnc.com
- 91ÖÆÆ¬³§ Tax ID#: 34-1943865
Important information: Advise your broker to include your name and address on the check stub so 91ÖÆÆ¬³§ can properly acknowledge your gift.
91ÖÆÆ¬³§ ​Contact Information
Ella Fong, CFRE
Director of Philanthropic Engagement
91ÖÆÆ¬³§
Idea Center
1375 Euclid Avenue
Cleveland, OH 44115-1835
(216) 916-6154
Send an email
Physical Certificates Delivered by Mail
If your securities are not held at a broker, then you can either mail or hand deliver the certificates directly to 91ÖÆÆ¬³§.
If mailing, send your unendorsed certificate(s) and a cover letter (including your name, address, and purpose of the gift) in one envelope. In a second envelope, send a signed, signature guaranteed, stock power. We strongly recommend using registered mail to forward your certificates and stock power. A stock power form can be obtained at your local bank or by contacting 91ÖÆÆ¬³§.
Please do not mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.
Physical Certificates Delivered In Person
Certificates may be hand delivered to 91ÖÆÆ¬³§ at Idea Center 1375 Euclid Avenue to the attention of Ella Fong weekdays between 9:00 AM – 5:00 PM. Upon arrival and in the presence of an authorized 91ÖÆÆ¬³§ representative, you will be asked to sign the back of the certificate or sign a Stock/Bond Power.
Tax Advice
Donors of securities are encouraged to consult their tax and/or financial advisors prior to making any stock gift.