Donating stock to

Did you know you may donate appreciated stock to the Phi Kappa Tau Foundation?

First, contact your financial advisor and request they transfer the stock as follows:

• DTC Number: 057

• Account Number: 427-01710-1-2

Second, notify the Foundation Office of the gift:

• Executive Assistant Director of Philanthropy, Charlie Ball: Cball@phikappatau.org. (513)-523-4193 x272.

If you need assistance, contact Philip F. Abshire, the advisor on the Foundation’s account.

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Edward Jones 

5020 B College Corner Pike

Oxford, OH 45056

Phone: (513) 523-7600

While the foundation is a tax-exempt organization, you should consult with your tax advisor whether your donation will have any effect on your personal tax liability.