Ways to Make a Meaningful Difference
How to Make a Gift of Stock
As a donor, you can transfer appreciated securities to the Upper Arlington Education Foundation and receive a tax deduction.
The Federal Identification Number for UA+Ed is 31-1156964
Please direct your gift to:
UBS Financial Services
DTCC Clearing Number: 0221
Upper Arlington Education Foundation
Account 2H-00XXX (The full account number has been masked for security purposes and can be obtained by calling UA+Ed or UBS directly.)
Stephanie Doane, Our UBS Representative at (317) 816-1833. She can facilitate the transfer and help answer any questions you may have.
Alice Finley, UA+Ed Executive Director
Megan Potts, UA+Ed Assistant Director
614-487-5007 ext. 1120