Gifts of Stock

Donating appreciated securities is a great way to support Delta Sig’s mission to Build Better Men and avoid paying capital gains taxes!

How to Make a Gift of Stock

Delta Sigma Phi Foundation has partnered with FreeWill to make it even easier to donate stock. When you transfer appreciated assets to Delta Sigma Phi Foundation, you avoid paying capital gains tax and become eligible to take a charitable deduction for the entire donation amount if you own the stock for at least one year and itemize deductions. Using this tool, it only takes a couple of minutes to access account information to share with a broker or fill out the forms online to complete the gift electronically. Learn more and get started!

If you prefer, you can also contact your financial advisor to transfer the securities to the Foundation. As you do, we ask that you let us know! Please contact our Foundation Team, at foundation@deltasig.org or 317.607.8565 to inform us of the transfer. We will be sure to allocate the funds as requested and provide a tax receipt for you.

The Federal Identification Number for the Delta Sigma Phi Foundation is 84-6035598.

Donated Security Instructions for DTC-Eligible Securities to Charles Schwab:

Account Name: The Delta Sigma Phi Foundation
Charles Schwab Account #1639-5013
DELIVERY TO DTC CLEARING 0164, CODE 40

For questions please contact:
Nancy Swanson
nswanson@innovestinc.com
303-694-1900 ext. 319