When you make a gift of stock to FEE you will avoid the tax on capital gains and receive a charitable deduction for the full fair market value of the stock.
It is easy and secure to transfer stock electronically. Simply ask your broker to contact ours with the following information:
Contact: Gwen Kellum, Charles Schwab & Co Inc
Account name: Foundation for Economic Education Inc. (General Endowment)
Account #: 62494855
DTC #: 0164
Phone: 800-435-4000 or 404-724-2469
Email: [email protected]
Address: 1201 Peachtree St., NE Ste 400A, Atlanta, GA 30361
At the time of the transfer, please let us know the name and number of shares you are transferring by contacting Carl Oberg, Director of Finance at (404) 554-9980, extension 222 or [email protected] Carl would also be happy to answer any questions you might have.
Transfers by Mail
If you have the stock certificates in your possession, please send the unendorsed certificates and signed stock powers, in separate envelopes, by registered mail to:
Director of Finance
Foundation for Economic Education
1718 Peachtree Street NW
Atlanta, GA 30309