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Donating stock that has appreciated in value can benefit the Three Rivers Park District
Foundation and be a smart tax-planning move. By donating stock that you’ve held for at least
12 months, you can reduce capital gains taxes on the increase in the stock’s value and realize
the full market value of the donation. Consult with your financial and/or tax advisor for
details.
Stock Transfer Information for Three Rivers Park District Foundation
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Brokerage Firm: Fidelity
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Account Name: THREE RIVERS PARK DIST FND INC
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Account #: Z40-007740
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DTC #: 0226
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Three Rivers Park District Foundation Federal Tax ID # (EIN): 41-1579104
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Three Rivers Park District Foundation is a 501(c)(3) nonprofit organization
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If you need to speak to someone at Fidelity, you may contact their Minnetonka office: 952-252-3880, Ext. 75224. Email address: MinnetonkaMN.Office@Fidelity.com
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Please notify us when you plan to transfer stock
Three Rivers Park District Foundation
3000 Xenium Lane N.
Plymouth, MN 55441
Chris Boyer – Executive Director, Phone 763-559-6760; Email address:
chris.boyer@threeriversparks.org
*This information is not offered as legal or tax advice. You are urged to seek the advice of your tax
advisor, attorney, and/or financial planner to make certain any gift you are considering is appropriate for your circumstances.
