Gifts of appreciated stock can be used to start a new fund or add to an existing fund at CFSA.
When you make the decision to donate stock, we can help guide you and your professional advisor through the DTC instructions.
|
First...
Contact your broker to complete the transfer to the CFSA account at Well’s Fargo Bank.
DTC Instructions:
Wells Fargo – Agent Bank #12204
Institution #09577
DTC #0025
F/C/ Community Foundation for Southern Arizona A/C 1289-5538
Call us when you make the contribution so the stocks can be applied to the correct fund and sold as close as possible to the date of your transaction.
Cathy Kiesel
Accountant
(520) 770-0800 x101
|
Second...
For physical delivery of stock certificates give us a call.
Lori Hoby, CPA
Executive Director
Center for Planned Giving
(520) 770-0800 x107
|