GIFTING STOCKS, BONDS & SECURITIES

Making a gift to the Crossroads Fund via stock, or other securities (such as bonds or mutual funds), allows you to have an immediate impact on the fight for racial, social, and economic justice. The total value of your gift is tax-deductible as long as it has been held for at least one year. There is no obligation to pay any capital gains tax on the appreciated value. And, the gift is fully deductible as of the date it arrives in our account. For more detailed information, contact Emmanuel Garcia, Development and Communications Director, at emmanuel@crossroadsfund.org or call 773.227.7676.

FREQUENTLY ASKED QUESTIONS

CAN I TRANSFER MY STOCK ELECTRONICALLY?

Yes, if your stock is held in brokerage account, you can transfer your gift electronically.

Please provide your broker with the following information:

DTC #: 0164

Account Name: Crossroads Fund

Account #: 4910-0663

Brokerage: Schwab Institutional, Orlando Team 10

DO I NEED TO NOTIFY CROSSROADS FUND ABOUT MY STOCK TRANSFER?

Yes, when your stock is transferred to our account, we do not receive any information that identifies you as the donor. Please email us at kristina@crossroadsfund.org or (773) 227-7676 when you transfer stock and provide the following information:

Name of the stock
Number of shares
Your name and address

WHAT IS CROSSROADS FUND’S TAX IDENTIFICATION NUMBER?

Our tax id number is 36-3092907.

I HAVE OTHER QUESTIONS. WHO DO I CONTACT?

Please email us at kristina@crossroadsfund.org or call us at 773.227.7676.

WOULD YOU LIKE INFORMATION ABOUT FINANCIALLY RESPONSIBLE INVESTING?

Visit www.socialinvest.org