Gifts of Cash
The easiest and simplest way of contributing to the OEHF
is an outright gift of cash. These gifts can be deducted on
your taxes to the extent allowed by law. Contributions can
be made via credit card or check.
- Credit Card:
American Express, Discover, Mastercard and Visa are accepted.
Please call 1-847-870-9383 to donate
- Check:
Please make your check payable to “Occupational &
Environmental Health Foundation”
Mail your check to:
Occupational & Environmental Health Foundation
1114 N. Arlington Heights Road
Arlington Heights, Illinois 60004
- Matching Gifts:
Many companies have a matching gift program that allows
the company to match part or all of its employee’s
gifts. Contact your Human Resources Department to determine
if your company has a matching gift program.
Gifts of Stocks or Other Securities
A gift of stock or other appreciated property entitles you
to a tax deduction for the market value of the donated stock,
not just your cost basis. If the stock you wish to donate
has been held for more than one year, you can avoid capital
gains tax on any appreciation of the stock by donating the
stock prior to sale. The OEHF 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.
Transferring Stocks or Other Securities
Transferring stock to the Occupational & Environmental
Health Foundation can be accomplished electronically or by
mail. For all electronic transfers of stock
to the Occupational & Environmental Health Foundation,
please have your broker contact OEHF’s broker, Trevor
Mathias, UBS at 800-621-6525 or 312-683-6152 and inform him
of your wish to transfer stock to the Occupational & Environmental
Health Foundation’s account. Please fax a letter
of transmittal stating your intention to donate to the
Foundation to both UBS and to the OEHF Development
Office.
UBS fax: 312-683-6412
OEHF fax: 847-818-9289
You may choose to mail stock certificates
directly to UBS at the address listed below. When the stock
certificates are mailed, please also send a fully and properly
executed stock power under separate cover. It is
strongly suggested that you send the stock and stock power
via either overnight U.S. mail or certified mail/return receipt
requested. If sending certified, you should retain the date-stamped
receipt for tax records. The date of the gift for substantiation
/ acknowledgement is the date the securities and fully-executed
stock power are mailed via U.S. Post Office or delivered
by private carrier. Mail stock certificates to:
Trevor Mathias
Vice President, UBS
181 Madison Street, 43rd Floor
Chicago, Illinois 60607
The Value of Your Gift
The value of your gift is the average price of the stock on
the date the stock was electronically transferred to the OEHF.
If you have mailed certificates, the date stamped on the U.S.
postal service certified mail receipt as the date the stock
certificates and fully-executed stock power were mailed will
be used. If you use a private carrier (such as Federal Express),
IRS rules recognize the gift as being completed when actually
delivered, not when the certificates are sent.
If you would like further information about making a gift
of stock, contact the OEHF at 847-870-9383,
or Trevor Mathias, UBS at 800-621-6525 or 312-683-6152.
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