Donate Appreciated Stock

Gifts of Appreciated Stocks or Property are particularly advantageous from a tax point of view, especially if you own appreciated stocks on which you would have to pay long-term capital gains tax. Since each tax situation is different, please consult your tax advisor about making a gift of stock.

If you have decided to give stock, the process is very simple: Ask your broker to electronically transfer the stock directly to the Roger Baldwin Foundation acount at:

Mesirow Financial
Daniel Bolan, Investment Manager
610 Central Ave, Suite 200
Highland Park, IL 60035
v 847-681-2505
f 847-681-2401
e dbolan@mesirowfinancial.com

DTC number is 0226
RBF account # is WMP-004917
TIN 36-2682569

Important: please have your broker notify Daniel Bolan of the transfer, the type of stock and the donor name. His number is 847-681-2505.