Thank you for completing this notification form to let Southern Minnesota Initiative Foundation know of your intent to transfer a gift of stock.
You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.
Thank you for your interest in supporting Southern Minnesota Initiative Foundation.
One of our gift planning representatives will contact you to discuss your charitable plans.
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
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