Stock Contributions

The Cultural Trust welcomes gifts of stock.

The most important part of making a stock contribution is to let us know you’re doing it! Otherwise the donation may not be properly credited to the Cultural Trust.

Here’s all you need to do:
Contact Raissa Fleming at raissa.fleming@oregon.gov or 503-986-0090 and provide the following information:

• Donor’s name and contact information
• Broker’s name and phone number
• Name/Trading symbol of shares
• Number of shares
• Anticipated date of transfer.

This is the information your broker needs to make the transfer to the Cultural Trust:
The Oregon State Treasury
State Street Bank & Trust Co.
Broker ID: 75353
DTC: 0997
Account Name: Oregon Cultural Trust
Account Number: 597x.
Once the gift has been transferred to our account, our bank will sell the shares and report the amount of the proceeds to the Cultural Trust.

We will send you a letter acknowledging the gift, and include the name of the stock shares, the number of shares received and the average price of the stock on the day it was received in our account. We recommend that you confirm the amount with your tax adviser.

Remember, you are eligible to claim an Oregon tax credit for the amount you contributed to the Oregon Cultural Trust Fund* provided that you made a matching contribution to one or more qualified cultural nonprofits in Oregon in the same tax year.

If you have any questions about gifts of stock, please contact Raissa Fleming at raissa.fleming@oregon.gov or 503-986-0090.

*Up to $500 for individuals, $1,000 for couples filing jointly or $2,500 for C-Class corporations.