Donating appreciated stock is a tax-smart way to make a charitable gift.  If you have owned the stock for longer than one year, you may avoid capital gains by donating stock.

In order to make a gift of stock, please follow the stock transfer instructions below to ensure smooth processing:

1. Contact Liz Curnett in the Cincinnati Children’s Department of Development at 513-636-4484 (office); 513-636-7173 (fax); or email to [email protected] and provide the following information:

1. Name of broker/firm/telephone number
2. Name of donor(s)/address/telephone number
3. Name of company stock to be transferred
4. Number of shares of stock
5. Expected date of transfer
6. Specify that the gift is restricted to Kindervelt of Cincinnati Children’s and inform Liz that your gift is on behalf of a specific Kindervelt group number/name, if applicable.

7. Tell us whether stock is held in account or in certificate form

2. If the stock is held in account at a brokerage firm:

1. Provide your broker with written authorization to initiate the transfer of shares to the Cincinnati Children’s account specified below.

2. Email a copy of your transfer letter to [email protected] and [email protected] alert her that you will be making a stock transfer to the account specified below. Please remember to provide the name of the donor(s).

Cincinnati Children’s Hospital Medical Center
Fifth Third Bank
Tax Identification Number 31-0833936
DTC Number 2116
Account Number 010003806932
Name of Donor(s)

Note: If the asset is being transferred into a planned gift vehicle such a charitable trust, please contact
Suzanne Rohlfs at 513-636-1192 for further instructions. Thank you!