Ways to Make a Meaningful Difference
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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

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