HomeProfessional AdvisorsAppreciated Securities

    For gifts of securities

    Please call Tom Borrego, 316.261.8545 to let us know a gift is coming~

    Information you will need for transfer of a gift of stock
    Legal name of organization:

    Wichita Public Library Foundation, Inc.
    Address: 223 South Main, Wichita, KS 67202
    Name of brokerage firm: R. W. Baird
    DTC #0547
    Brokerage Account #19936257

    Gifted securities will be sold on the date of receipt.

    The contribution value of the gift will be calculated as follows:

    For internal gift crediting purposes only, and in accordance with IRS regulations, the Wichita Public Library Foundation calculates the fair market value of stock gifts based on the average value per share on the date received using the following calculation:

    Share price at open on (date of receipt)
    Share price at close on (date of receipt)
    Average price for (date of receipt)
    Average price x number of shares received = value of contribution

    Information you will need for a wire transfer

    DTC: 0547
    R.W. Baird Account #4160046387
     

     

     

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