Stock Gifts

Donating Securities

Thank you for your interest in making a gift of securities to the Pi Kappa Phi Foundation. Many donors make gifts using appreciated securities because it allows them to avoid the capital gains tax on the appreciation and to take the full current value of the security as a charitable gift deduction. Explore more tax-smart gift options here.

You can make a gift of securities in just a few simple steps:

STEP 1: Initiate The Securities Transfer

You must contact your broker to initiate the transfer of securities, whether you choose to transfer electronically or send your certificates by mail. These two common methods allow you to easily make a gift of securities to the Pi Kappa Phi Foundation.

STEP 2: Send The Securities To The Pi Kappa Phi Foundation

Most gifts of securities are made via electronic transfer. If you hold the certificates, you can choose to send them through the mail. However, if you do not hold the certificates, the transfer must be done electronically. Donate your securities to the Pi Kappa Phi Foundation electronically through the Foundation’s accounts with Merrill Lynch Advisors.

MERRIL LYNCH ADVISORS
Account Number: 850-03730
DTC Number: 8862
Ein/Tin: 46-0975567

BY MAIL
Send by registered mail the unsigned certificates, along with information about the gift designation to:

PI KAPPA PHI FOUNDATION
3701 Arco Corporate Drive, Suite 500
Charlotte, NC 28273

STEP 3: Tell Us About Your Gift

Please contact the Pi Kappa Phi Foundation by email (preferred) or by phone at (980) 318-5367 and provide the information listed below. This will help ensure your generous gift is credited to the proper fund(s) and that your tax receipt is prepared in a timely manner.

  • Donor’s full name and address
  • Name and number of securities to be transferred
  • Date of planned transfer
  • Fund number or fund name
  • Name of brokerage house used for the transfer
  • Approximate value of gift

Need More Information?

For more information regarding the Pi Kappa Phi Foundation, please contact Chief Advancement Officer Steve Esworthy at (980) 318-5366 or via email.