Making a gift of appreciated stock is easy and can be a great way to support The Family Partnership and maximize tax savings.Please check with your financial advisor for more information.

Publicly Traded Stock Gifts

  • Your deductible gift amount will be the average of the high and the low value of the stock on the date when you made the transfer, times the number of shares transferred.
  • When you transfer appreciated stock directly to The Family Partnership, you do not incur capital gains.
Instructions:
  1. Call your broker and ask him/her to transfer your stock to The Family Partnership’s account at US Bancorp.
  2. The Account # 26087494 and DTC number is 0280 (Code 40)
  3. Please also notify Robin Veal, Development Associate at 612.728.2091 or rveal@thefamilypartnership.org, that a transfer is being made.

Closely Held Stock

The Family Partnership, Inc

Please provide the following information to the delivering firm to assist in completing their gifting paperwork.

Any questions should be directed to:

US Bancorp Investments Inc
US Bancorp Insurance Services LLC

Jacob Trimble
Senior Financial Advisor
Vice President
The Private Client Reserve at U.S. Bank

800 Nicollet Mall, BC-MN-2764
Minneapolis, MN 55402
Direct: 612.659.2008
Fax: 612.659.3319
jacob.trimble@usbank.com

Information for Delivering Firm

Receiving Brokerage Firm Information – Non-Qualified U.S. Bancorp Investments Accounts

U.S. Bancorp Investments: Tax ID #41-1233380

U.S. Bancorp Investments
Transfer Department
EP-MN-WN2L
60 Livingston Avenue
St. Paul, MN 55107-2292

Receiving Brokerage Firm Information – IRA/Qualified U.S. Bancorp Investments Accounts

U.S. Bancorp Investments Tax ID #31-0841368

Custodian: U.S. Bank, National Association

Same mailing address as for non-IRA accounts

Delivery Instructions for Checks and Physical Securities

Checks

Must be made payable to: U.S. Bancorp Investments

Reference: FBO The Family Partnership, Account #26087494

U.S. Bancorp Investments
Transfer Department
EP-MN-WN2L
60 Livingston Avenue
St. Paul, MN 55107-2292

Securities

Reference: Community Reinvestment Fund, Inc., Account #26087494

U.S. Bancorp Investments Security Cashier
EP-MN-WN1B
60 Livingston Avenue
St. Paul, MN 55107-2292

Delivery Instructions for All Other Investments

ACAT Mutual Fund: U.S. Bancorp Investments, Transfer Dept., EP-MN-WN2L, 60 Livingston Ave., St. Paul, MN 55107-2292

Dividend Reinvestment: Liquidate all fractional shares and discontinue dividend reinvestment

DTC-Eligible Securities: DTC number 0280 (Code 40)

Fed Entry Securities: e.g., Treasury Notes: BK of NYC, ABA 021000018, Third party = USBANCORP

Fed-wired Monies: ABA 091000022, Phase3 Account #173101852106, for further credit to The Family Partnership Account #26087494

Foreign Securities: Pershing, Euro Clear 92146 (vs. free), Acct #4XR000054

Money Funds: Liquidate and send check or wire following instructions in “Fed-wired Monies.”

For more information regarding stocks and securities, please contact Michelle Edgerton, Chief Advancement Officer at 612.341.1612 or medgerton@thefamilypartnership.org.

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