Gifts of Appreciated Stocks or Securities

Gifting Stocks or Securities

Gifts of stock, bonds, or mutual funds allow you to make a meaningful difference while realizing important benefits for yourself. When you make a contribution of appreciated stocks or securities in support of our mission, you can reduce capital gains taxes while also enabling us to provide an affordable place to stay and essential support programming for organ transplant patients and caregivers.

Whether you are planning a one-time gift or incorporating securities into your long-term giving strategy, our staff is here to make the process simple and secure. 

Before initiating transfer, we ask that you please contact Executive Director Elaine Turley elainet@transplanthouseofcleveland.org and provide the name of the stock or stocks, quantity of shares, and the gift designation.

Transplant House of Cleveland sells stock gifts upon receipt. 

Delivery Instructions

ACH Instructions

  • Bank: Key Bank
  • Address: 100 Public Square, Cleveland, OH 44113
  • ABA#: 041001039
  • Account Name: Trust Department
  • Account #: 2287739446
  • For further credit to: 1127160 CLE FDN GR CLEVE CUST T/A
  • Reference: Donor name and fund

Wire Transfer Instructions

  • Bank: Key Bank
  • Address: 100 Public Square, Cleveland, OH 44113
  • ABA#: 041001039
  • Account Name: Trust Department
  • Account #: 5064
  • For further credit to: 1127160 CLE FDN GR CLEVE CUST T/A
  • Reference: Donor name and fund

Stock Transfer Instructions

  • Bank: Key Bank
  • Address: 100 Public Square, Cleveland, OH 44113
  • DTC#: 2205
  • Account #: 1127160
  • Account Name: CLE FDN GR CLEVE CUST T/A
  • Reference: Donor name and fund

If you are transferring mutual funds or other types of securities, please contact Erin Adler at Key Bank using the number below. Please note that transfers of mutual funds, physical certificates, or other types of unique securities may require additional handling and could take three weeks or more to process.

Cleveland Foundation Federal ID#: 34-0714588

Please contact either the Cleveland Foundation or Key Bank once you are ready to process the transfer and provide a list of the securities you are transferring. This will allow us to identify the gift once it arrives and credit the proper fund. You or your broker may contact one of the following:

The Cleveland Foundation

Kathy LePar
Manager of Legal Affairs
(216) 615-7161
klepar@clevefdn.org

Key Bank

Erin Adler
Trust Officer
(216) 471-2595
erin_k_adler@keybank.com

What are other ways I can support?

There are many ways to give in support of Transplant House of Cleveland's mission to provide affordable, home-like accomodations and a welcoming, supportive community to organ transplant patients and caregivers:

  • Donate from an IRA with Qualified Charitable Distributions (QCD) by contacting your IRA administrator.
  • Include Transplant House of Cleveland in your will or estate plans.
  • Make a gift from a Donor-Advised Fund.