Stock Gifts

You can give Ridgeview Foundation a gift of securities, including stocks, or mutual funds that have appreciated in value. Gifts of publicly traded securities provide a double tax benefit. You avoid a capital gains tax on appreciated securities, and you receive a charitable income tax deduction for the full fair market value of the securities.

According to IRS Guidelines, the date and value of your gift are determined by the date on which Ridgeview Foundation takes control of the securities.

Your broker may ask you for the following information to start the transfer process:

Legal Name:

Ridgeview Foundation
490 S. Maple Street
Suite 110
Waconia, MN 55387

Non-profit status: IRC 501(c)(3) organization
IRS Identification (EIN) #: 41-1328097

Ridgeview Foundation’s designated broker account is:

DTC #: 8862
General Account #: 8WN-02001
Merrill Lynch

Help us provide prompt acknowledgment for your gift. Call us at the number below and provide the following information about your gift of stock:

  • Name
  • Address
  • Stock Name
  • Approximate Amount
  • Purpose of Gift