Donating stock, securities and other appreciated assets is a wonderful way to help us serve the community and may offer benefits to you as well. Your tax advisor or financial planner can assist you, and we’re here for a personal call or meeting as well. One way to start the process is to contact our development office through the form below, which will send you an email with further details and wire instructions to assist an easy transaction. One helpful hint – you’ll want to be sure that you or your broker include your name in addition to the account, on the stock transfer, being sure to indicate it is a donation and not a sale. Our wire info is:
Receiving Firm Name: Wells Fargo Advisors
Account Name: Next Door Solutions to Domestic Violence
DTC Number: 0141
Account Number: 8328-3828
Susan McInnis, at 408-501-7564 or firstname.lastname@example.org, is available to you or your broker if you have questions or require assistance.