Cash, Stocks and Other Securities

 
   
 

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.