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Gift of Stock or Securities

Stock Transfer Information
Brokerage Firm: UBS Financial Services DTC# 0221
Account number: LL 62057
Contact: (800) 245-0900

Making a gift of securities or mutual funds offers you the chance to support the Museum while realizing important benefits for yourself. By donating appreciated stock you may:

  • Claim a charitable deduction equal to the stock’s fair market value on the day you give it away.
  • Avoid paying capital gains tax.

Please instruct your broker to notify the Development Office at (503) 276-4365 of your transaction.

Stocks or Securities