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Donating stocks, bonds or mutual fund shares to All Kinds of
Minds can be accomplished in three easy steps:
Print and complete the Stock Gift Information Form. The information needed to
complete the form includes:
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Your name, address, and daytime telephone number
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Name of the stock, bond or mutual funds shares that you intend to contribute
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Number of shares that you intend to contribute
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Anticipated date of transfer and brokerage name
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Approximate date you acquired the security
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Contact: Jill Ullman
Phone: 919-933-8082, ext. 2128
Fax: 919-967-3590
 donorservices@allkindsofminds.org
Authorize your broker to transfer your shares. For wire
transfers of stock, please instruct your broker to transfer your shares to our
Charles Schwab account as shown below:
Charles Schwab - Schwab One Account
Account Name: All Kinds of Minds
Account Number: 1085-1537
DTC Number: 0164
Frequently
asked questions
Special Note:
Remember to keep your acknowledgement with your tax records. IRS Form 8283
(Non-Cash Charitable Contributions) must be filed with your income tax form for
gifts of securities valued over $500.
Privacy Statement: All Kinds of Minds protects the confidentiality of our
donors and their private information. The Institute does not share or sell its
donor or mailing lists with any third party.
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