Please note that transfers of stock may take several days; be sure to plan ahead near the end of the calendar and/or Alpha Gamma Delta's fiscal year (May 31).
It's easy to make a gift:
- Visit with your financial consultant to confirm a gift of appreciated stock is a tax-smart decision for you.
- Provide the following information to your financial consultant:
Depository Trust Company UBS DTC Participant # 0221
For the benefit of Alpha Gamma Delta Foundation, Inc.
Foundation Account # IP-33546-10
UBS Contact Information:
Keith Steiner
8888 Keystone Crossing, 10th Floor
Indianapolis, IN 46240-4613
P: 800.469.4639 or 317.816.1888
keith.steiner@ubs.com
Contact Chris Fedor, Foundation Administrative Manager, to inform her of your gift, including stock name(s), number of shares and anticipated date of transfer. It's important that we know of your stock gift as electronic transfers are identified by transaction numbers; the name of the donor is not always easily identifiable. The Foundation wants to ensure you receive the appropriate credit and recognition for your gift. Contact Chris with your information at cfedor@alphagammadeltafoundation.org or 317.663.4242.
For questions, contact Chris Fedor, Administrative Manager at the Foundation, at cfedor@alphagammadeltafoundation.org or 317.663.4242.
