What to Give

Many donors choose to make a gift with assets other than cash.  The Greater Cincinnati Urban League (GCUL)  is happy to accept gifts of stocks, bonds, mutual funds, or other assets: some donors may accrue tax advantages for donating appreciated securities.

Instructions for Electronic Transfer of Marketable Securities such as Stocks, Bonds, and Mutual Funds

Depository Trust Company (DTC) is a central securities repository where marketable securities are exchanged. The DTC is a member of the Federal Reserve System.

Before initiating a DTC transfer, please inform the GCUL (preferably by email) and its broker of:

  • A description of the donated security
  • Number of shares
  • Donor name
  • Gift purpose/fund name and number
  • Your CU Foundation development officer’s name.

This information greatly increases the efficiency of processing each gift. NOTE: Without the donor name, receipts cannot be created. Without the gift purpose, funds cannot be distributed to GCUL.

Greater Cincinnati Urban League

3458 Reading Road, Cincinnati OH 45229
Email: jshoecraft@gcul.org
Voice: 513-555-1212
Fax: 513-281-0455

GCUL Broker:
Paul G. Arevian, CFA, CFP®
Senior Vice President – Investments
UBS Financial Services Inc.
370 17th St., Suite 4100
Denver, CO 80202-5641
Email: paul.arevian@ubs.com
Voice: 303-820-5015
Fax: 855-463-2012

DTC transfer instructions needed by sending broker:
Brokerage Firm:.
DTC Number:
For Credit To: Greater Cincinnati Urban League
Account Number:
Taxpayer Identification Number:

These Companies are Transformational Supporters of the Urban League’s Corporate Heritage Annual Giving Program.