Keystone Community Services

Stock/IRA

Giving stock is an easy way to maximize your impact, and your personal savings.

Make a Meaningful Impact by Donating Appreciated Stocks

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!

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Donate Stocks

A gift of appreciated stocks is an easy way to support Keystone Community Services. You will receive a tax deduction based on the full fare market value of the stock on the date of your gift.

To complete a stock transfer, please give the following information to your broker:

  • Firm: Pershing
  • DTC Number: 0443
  • Keystone’s Account at Pershing: QKL117262 (Please note this is a new account number as of May 2022)
  • Keystone Community Services, Tax ID: 41-0693924
  • Keystone’s Mailing Address: Keystone Community Services, 2000 St. Anthony Avenue, St. Paul, MN 55104

Please reach out to the Advancement team at info@keystoneservices.org or 651-603-6665 when you have completed your request. This will ensure we are able to credit you for your gift of stock.

Contribute Funds from your IRA Today

Donors age 70.5 or older are eligible to give tax-free gifts directly from their IRA and create an immediate impact with Keystone. IRA gifts reduce your future tax burden, meaning you could stay in a lower income bracket come filing time.

Questions about giving to Keystone through your IRA? Reach out to the Advancement team at at info@keystoneservices.org or 651-603-6665.