Many people donate appreciated stocks to Keystone because it helps save on two types of taxes. Giving stock is an easy way to maximize your impact, and your personal savings.
To complete an electronic transfer of stock or mutual funds, instruct your broker to transfer the securities to Keystone’s account at Pershing. Our account details are listed below.
Please let us know your stock gift is on the way
It is very helpful if you contact us to let us know your stock gift is on the way. This helps us ensure your donation is received. We also want to properly acknowledge your contribution. Your gift can be giving anonymously if you wish but by notifying us we can work with our broker to guarantee the stock gift process works seamlessly. Please email us or call us at 651-645-0349. Thank you!