We recommend that you consult with your financial advisor or attorney before gifting stocks, bonds or other securities. Our investment managers are also available to consult with you at your request.

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To make a gift of stock by electronic transfer, please contact your broker and provide the following transfer information to the JCPL Foundation’s account at Fidelity. If needed, download this sample “Stock Transfer Letter” for use with your brokerage firm.

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Fidelity Investments

DTC Clearing #0226

Acct #628-570716

P.O. Box 770002

Cincinnati, OH 45277-0074

JCPL Foundation’s Federal Tax ID Number: 35-1462375

 

If you have questions, contact our investment advisor, Evan Fruits, CFP®, President of Koon Financial Planning & Consulting, at 317-887-1714 or efruits@koonfinancial.com.

 

Please write or call the JCPL Foundation to notify us of your intent so that we are aware and can ensure that your gift is acknowledged. Thank you for considering transferring securities to our charitable organization!

 

Johnson County Public Library Foundation

49 E. Monroe Street

Franklin, IN 46131

Attn: Lisa Lintner, Library Director and JCPL Foundation Board Member

317-346-1501, lisa@jcplf.org

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If you would like to initiate a gift from your IRA to the Library, please consult with your financial advisor and IRA provider for more information regarding requirements and transfer procedures and then notify the Library of your intent. Regarding IRA-required distribution transfers, you may request that the distribution check be made out to the Johnson County Public Library Foundation through your IRA provider (forms may need to be filed).

 

If you have questions or would like to learn more about any of these options, please contact your broker or Lisa Lintner at 317-346-1501 or lisa@jcplf.org.