Gifts of Stock
Making a stock gift to CET can be as simple as a phone call.
Many people find it convenient and a tax benefit to contribute stock to CET. To do so, call your financial advisor, stockbroker or attorney to make an electronic transfer through which your broker can transfer shares using CET’s DTC number. Here is the information that is needed to make the stock gift:
Merrill Lynch Wealth Management
312 Walnut Street, Suite 2425
Cincinnati OH 45202-4170
DTC Number: 8862
Account Number: 7LS-02031
Account Name: Greater Cincinnati Television Educational Foundation
Brokerage Contact Information:
Andrew Felger (513) 579.3788
Stephanie Beck Borden (513) 562.2149
Patty Hagood (513) 579.3784
Toll Free: 1-877-919-3618 Fax: (513) 322.4133
NOTIFICATION OF DONOR INTENT
The donor or the transferring broker must provide the following information to properly record your gift to ensure that you receive an acknowledgement:
- Donor name and complete address
- Name and number of securities transferred
- Name of brokerage house shares will be transferred from
- Date of transfer
Questions:
If you have questions or need additional information, please contact Sue
Ellen Stuebing at sestuebing@cetconnect.org or call (513) 345-6516.
