Gifts of Stock Instructions

Gifts of appreciated property (securities and real estate) held for more than a year may be deductible up to 30 percent of your adjusted gross income with no capital gains tax on the appreciation. The deduction is based on the fair market value of the property given. Consult your tax adviser for specific information.

In care of: Fifth Third Securities
DTC Number: 0226
Account Name: The Ferris Foundation
Account Number: #069-182232
Tax ID Number: 38-6115813

Please inform us of all electronic and stock transfers pending, by contacting one or both of the following:

Nancy Wencl
Ferris State University
Treasury Manager
Phone: (231) 591-2157
Fax: (231) 591-2975
[email protected]

Paula Rushford
Ferris State University
Director of Advancement Services
Phone: (231) 591-3849
[email protected]

Comments or questions can be directed to Nancy or Paula. Kevin Mataway, Fifth Third Securities, is also available to assist your advisor and can be reached at (313) 230-9106 or by email at [email protected].