Making a charitable donation in the form of stocks and/or bonds is a popular and convenient mode of giving.
How to Give:
The most efficient way to transfer securities to Girls Inc. of Santa Fe is by electronic transfer.
Step 1: Notify your broker in writing that you wish to transfer your stock to Girls Inc. of Santa Fe. The letter should indicate that the purpose is to make a charitable gift.
Step 2: Notify Donor Relations Manager, Alliyah Noor at 505-982-2042 or email@example.com to obtain delivery instructions.
Step 3: When the transfer is made, your broker should again notify Alliyah Noor who will verify its receipt with our bank.
Our investment policy is to liquidate all stock immediately. Upon sale of your stock we will acknowledge your gift with a letter for tax purposes.
Wells Fargo Broker Direct Contact:
Suzanne Feinberg AAMS®/ADPA®
Senior Vice President•Investments
Wells Fargo Advisors