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Stock Gifts

Appreciated stocks carry a capital gains liability when sold.  So why not give it to the AAEP Foundation?  
You may be able to take full advantage of the tax benefits by avoiding capital gains while receiving a charitable deduction at the stock’s present value. 

Because the AAEP Foundation does not provide legal, tax, or financial advice, all donors are encouraged to seek their own trusted counsel when planning and fulfilling their charitable intentions.

Specific information for the delivering broker to initiate a transfer via DTC includes:


Federal Tax ID: 61-1259683

DTC Number: 0361

Account Number: 1129-4765

Always notify the AAEP Foundation Office of an intention to make a stock gift at (859) 233-0147.