Making a Gift of Stock/Securities

Shutterstock.com / Jim Barber
Shutterstock.com / Jim Barber

Electronic Transfer

The most popular and efficient way to transfer securities to ideastream is by electronic transfer to the ideastream account at PNC. This is done through a free delivery, which means ideastream gets 100% of the value of the transfer.

Please notify your broker of your intent to make a gift of securities to ideastream. The broker will need the name of the stock, number of shares and the following information.

  • Bank: PNC Bank
  • DTC Participation #: 2616
  • PNC Account Name: IDEASTREAM GIFT ACCOUNT
  • PNC Account Number: 21-75-073-6911786
  • Contact Person: Leah E. Fisher (216) 222-8220; Fax: (866) 301-8460; Email
  • ideastream Tax ID#: 4-1943865

Important information: Advise your broker to include your name and address on the check stub so ideastream can properly acknowledge your gift.

ideastream Contact Information

Ella Fong
Director, Major Gifts
ideastream

Idea Center
375 Euclid Avenue
Cleveland, OH 44115-1835
(216) 916-6154
Send an email

Physical Certificates Delivered by Mail

If your securities are not held at a broker, then you can either mail or hand deliver the certificates directly to ideastream.

If mailing, send your unendorsed certificate(s) and a cover letter (including your name, address, and purpose of the gift) in one envelope. In a second envelope, send a signed, signature guaranteed, stock power. We strongly recommend using registered mail to forward your certificates and stock power. A stock power form can be obtained at your local bank or by contacting ideastream.

Please do not mail endorsed certificates. Once the certificate is endorsed, it is legal tender and can be exchanged by anyone.

Physical Certificates Delivered In Person

Certificates may be hand delivered to ideastream at Idea Center 1375 Euclid Avenue to the attention of Ella Fong weekdays between 9:00 AM – 5:00 PM. Upon arrival and in the presence of an authorized ideastream representative, you will be asked to sign the back of the certificate or sign a Stock/Bond Power.

Tax Advice

Donors of securities are encouraged to consult their tax and/or financial advisors prior to making any stock gift.

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