Stocks, DAF & Trust Giving
Giving That Lasts
Gifts of appreciated stock, grants from a donor-advised fund, and gifts through a trust or will are some of the most meaningful ways to support Village of Merici. We are grateful for each one.
Gifts of stock, grants from a donor-advised fund, and gifts through a trust or will help Village of Merici plan for the years ahead. Below are three ways to give for the long term, along with the details your broker, fund, or attorney may need. Michelle Harker is glad to walk through any of them with you.
Ways to Give
Three ways to give for the long term.
Stocks
A gift of appreciated stock benefits the people we support and may help you avoid capital gains tax on the appreciation. Your broker can transfer shares directly from your account to ours.
- Brokerage firm
- Fidelity
- Account number
- Z50042552
- DTC number
- 0226
- Account contact
- Ryan Fite, (317) 570-1570, [email protected]
When you have made the transfer, please let us know so we can acknowledge it. Call (317) 292-9408 or email [email protected]. You can also email Michelle Harker directly at [email protected].
A gift that lasts helps the People we support keep growing, season after season.
Donor-Advised Fund
Donor-advised funds are an easy and tax-efficient way to manage charitable giving. They allow you to receive an immediate tax deduction for your charitable contribution, then recommend grants from the fund in your own timeframe.
- Legal name
- Village of Merici
- EIN
- 43-2104075
- Address
- 5707 Lawton Loop East Drive, OFC 22, Indianapolis, IN 46216
Grants made to Village of Merici through Donor-Advised Funds will be designated “Where Most Needed” unless otherwise specified by the donor.
Common DAF sponsors that grant to Village of Merici
- Bank of America Charitable Giving
- BNY Mellon Charitable Giving Fund
- Fidelity Charitable Gift Fund
- Goldman Sachs Philanthropy Fund
- JP Morgan
- Morgan Stanley Global Impact Fund
- National Christian Foundation
- National Philanthropic Trust
- Raymond James Charitable Endowment Fund
- Schwab Charitable Fund
- U.S. Charitable Gift Trust
- Vanguard Charitable Endowment Program
Trusts and bequests
Many families create a trust to ensure financial support for the care of their loved one. Some families designate a specific amount, others a percentage of the estate, others a specific asset. Your attorney can help you choose the structure that fits.
Please consider naming Village of Merici as a designated recipient of additional funds once your loved one’s needs have been sufficiently met.
If you have named Village of Merici in a trust or will, please let us know so we can acknowledge it. Call (317) 292-9408 or email [email protected].
Talk with Michelle.
Michelle Harker
Michelle Harker, our Development Director, can answer your questions about a stock transfer, a DAF grant, or a gift through your estate. She has helped many families and advisors through this process. There is no pressure and no script.
- [email protected]
- Direct
- 317-991-4094