Gifts of appreciated stock/bonds can be used to start a fund at the Community Foundation for Southern Arizona.
We can help guide you and your professional advisor through the process.
First...
Contact your broker to start the transfer to the Community Foundation for Southern Arizona's 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
Second...
Contact us to pick up your stock certificate.
Third...
Contact us when the contribution is complete so the stocks you've transferred can be sold as close as possible to the date of your transaction.
Lori Hoby, CPA
Executive Director, Center for Planned Giving
(520) 770-0800 EXT 7117
Cathy Kiesel
Accountant, Community Foundation for Southern Arizona
(520) 770-0800 EXT 7101