Other Ways to Donate

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Make a Stock Donation

Donating stock is a great way to give! Donating appreciated stock to the OI Foundation can be a tax-smart way to give, potentially avoiding capital gains taxes and allowing you to deduct the full fair market value of the stock as a charitable contribution.

HERE’S HOW:

Please contact your brokerage account manager and instruct them to make a direct electronic transfer from your account directly into the OI Foundation’s brokerage account. Provide your broker with the following information:

National Financial Services, LLC
Fidelity Brokerage Company
Attention: TOA Receives
P.O. Box 770-001
Cincinnati, OH 45277-0036
1-866-755-6572

OI Foundation Account: 670-282626
DTC Number for Electronic Transfer: 0226
OI Foundation Tax ID: 23-7076021

Tell us about your donation!
It is critical when making a gift of stock that you alert the OI Foundation in advance, so that the gift will be properly credited when received. Please contact us at [email protected] or 301-947-0083.

Mutual Funds:

Fax to 1-617-385-9032
Account 670-282828 Osteogenesis Imperfecta Foundation

Donor Advised Funds

A donor advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations you care about…like the OIF! A DAF is an investment account that lets you take a tax deduction now and give the money to charity later. When you give money to a DAF, you can deduct that money just as you would deduct a charitable contribution. The DAF invests the money tax-free. At any time, you can direct the DAF to donate some or all of its holdings to the charity of your choice.

HERE’S HOW:

If you have a brokerage account at Fidelity, Schwab, Vanguard or T. Rowe Price, the easiest thing to do is to open a DAF with your brokerage account. That way, you can manage all your investments in one place. Your advisor at your brokerage firm can assist you with setting up your charitable account.
Once you set up your account you can donate cash, stocks, or non-publicly traded assets into the account to be eligible for an immediate tax deduction to that account.
From that account you can then make a gift to the OIF at any time!

If you already have a DAF you can choose the Osteogenesis Imperfecta Foundation as your charity of choice…thank you!
If you have additional questions on donor advised funds you can call our office at 301-947-0083 or you can email us at [email protected]. Thank you again for supporting the OIF.