Appreciated stocks carry a capital gains liability when sold. So why not give it to the AAEP Foundation?
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:
Official name: AAEP FOUNDATION, INC
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.