Ways to give

Gifts of publicly traded securities that have appreciated in value allow you to avoid capital gains taxes while also receiving a tax deduction for your gift. SIR Foundation benefits by selling the stock without paying taxes on the gain and you benefit from making a contribution that would be larger than what you might have been able to donate in cash.

The following information can be used by advisers in facilitating gifts of stock to SIR Foundation:

Electronic transfer

Donors can have stocks electronically transferred from their individual brokerage accounts to SIR Foundation's account at UBS Financial Services and should instruct their financial advisers to electronically transfer the stock using the following instructions:

• DTC #0221, UBS Financial Services, Inc.
• FBO: Society of Interventional Radiology Foundations
• Account No. WS 72364 S9
• For further benefit: SIR Foundation Annual Fund
• Donor: Your name to ensure proper recognition for your generous donation.

Certificates

Donors making gifts in certificate form should sign a stock power and a letter of authorization donating the item to SIR Foundation and sed the documents via certified mail to:

UBS Financial Services, Inc.
The Capitol Group
1501 K St, NW
Suite 1100
Washington, DC 20005

To alert us you are donating appreciated securities, please email accounting@sirweb.org.