HomeProfessional AdvisorsAppreciated Securities

For gifts of securities

Please call Leah Barnhard, 316.261.8523 to let us know a gift is coming~

Information you will need for transfer of a gift of stock
Legal name of organization:

Wichita Public Library Foundation, Inc.
Address: 223 South Main, Wichita, KS 67202
Name of brokerage firm: R. W. Baird
DTC #0547
Brokerage Account #19936257

Gifted securities will be sold on the date of receipt.

The contribution value of the gift will be calculated as follows:

For internal gift crediting purposes only, and in accordance with IRS regulations, the Wichita Public Library Foundation calculates the fair market value of stock gifts based on the average value per share on the date received using the following calculation:

Share price at open on (date of receipt)
Share price at close on (date of receipt)
Average price for (date of receipt)
Average price x number of shares received = value of contribution

Information you will need for a wire transfer

DTC: 0547
R.W. Baird Account #4160046387
 

 

 

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