Gifts of Stock
Making a substantial gift to KET can be as simple as a phone call.
Many people find it convenient to contribute stock to KET. To do so, call your financial adviser or stockbroker with your instructions. He or she will need the following information to make the transfer:
- Account Manager: Morgan Stanley Smith Barney,
444 E. Main St., Suite 111
Lexington, KY 40507
Contact: Christy Brown, (859) 231-9576
Account Name: Commonwealth Fund for KET
Account Number: 375-108652-536
KET also has a Hilliard Lyons account. Hilliard Lyons is instructed to sell immediately and will send KET a check.
After the transfer is made, KET will immediately acknowledge your gift of stock with a tax receipt for your records and will let you know the benefits for your level of giving.
If you have questions or need assistance making a stock transfer, please contact the KET gifts office:
Commonwealth Fund for KET
560 Cooper Drive
Lexington, KY 40502-2200
toll-free: (800) 866-0366