Gifts of Stock or Mutual Funds

Your gift of stock or mutual funds is greatly appreciated and is fully deductible as a charitable contribution. The Evanston History Center is a tax-exempt 501(c)3 organization and registered with the I.R.S. Tax ID #36-2207924.

Gifts of long-term appreciated stock or mutual fund shares are an easy way to make a lasting contribution to the Evanston History Center. Benefits include:

  • Income tax savings: Entitles you to a tax deduction for the market value of the donated stock (not just your cost basis). For securities you have owned for more than one year, you can take an immediate income tax deduction.
  • Capital gain tax savings: You can avoid capital gains tax on any appreciation of the stock by donating the stock prior to sale.

Prior to transfer, please notify EHC with the following information:

  • Your name
  • Number of shares
  • Name of the stock or fund

EHC Contact and Account Information:

Jill Kirk
Director of Development
Evanston History Center
225 Greenwood St
Evanston, IL  60201
call:  847-475-3410
email:  jkirk@evanstonhistorycenter.org

How to Make a Stock/Mutual Fund Transfer to the EHC:

The following information is necessary to electronically transfer a gift of stock to EHC. Please alert EHC about your gift so proper identification can be made.  Please give the information to your broker.

Stock Donations should be sent to:

DTC # 0443

FBO: First Bank & Trust Evanston

Receiving Institution Acct # ABM-280025

Name of our account at First Bank & Trust – Evanston History Center General Operating

Our contact person at First Bank is Charles Dickson, 847-733-7400