Gifts of Stock

CONTACT INFO

Phyllis Heim
(719) 578-5263
(800) 492-5263
Pheim@kcme.org

GIFTS OF STOCK

KCME can accept stock and bond donations. Because we are a 501 (c) (3) organization, such gifts are deductible. Our Federal Identification number is 83-0234545 and our Federal Tax Exempt number is 79-1158. The State Identification number is 98-08765-0000. For details regarding KCME’s security account with Wells Fargo, contact KCME’s Development Director, Phyllis Heim at (719) 578-5263, 1-800-492-5263, or development@kcme.org.

  • Send a letter to your broker specifying the shares of securities you wish to be transferred to our account; ask that the transfer document be sent to KCME so that it may be passed along to KCME’s financial representative.
  • If you have individual certificates for the shares you wish to donate, you may simply sign them over to KCME and mail them.
  • If you or your stock broker or financial representative wish to transfer the items another way, and that is more to your liking, please feel free to do so.

However you choose to proceed, keep a record of the transaction and remember that you should receive a verification letter form us about 45 to 60 days after you initiate the transfer process. If you don’t, please contact us.

Also, remember that many times your employer will count the value of the donation in their Matching Gifts program. If this is the case, please contact your employers HR department for how to have your gift of stock matched.