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About Bequests
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support Jeremiah Program.
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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Jeremiah Program.

Gift of Stock and Bonds
Stocks/Bonds
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer -
Tom Tisell, Institutional Sales
Piper Jaffray & Co. (in partnership with Pershing LLC for processing)
800 Nicollet Mall, J12SFl
Minneapolis, MN 55402-7020
Tel: 612.303.6658
Thomas.C.Tisell@pjc.com

Tax ID#: 41-1801834

DTC# 0443

Account #: T51005881

Be certain to indicate where you would like your gift designated:

  • Use my gift where needed most
  • Austin, TX
  • Boston, MA
  • Brooklyn, NY
  • Fargo, ND-Moorhead, MN
  • Minneapolis-St. Paul, MN
  • Rochester-Southeast MN
  • Support the overall Jeremiah Program mission

Please request that a copy of the transaction be sent to mhalsne@jeremiahprogram.org.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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Michael J. O'Connell Society

Create a lasting legacy at Jeremiah Program. The Michael J. O'Connell Society recognizes those who make a provision for Jeremiah Program in their will or estate plans. The Society is named in honor of our visionary founder. You will transform lives for generations when you name Jeremiah Program as a full or partial beneficiary.

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