Gifts of stock have excellent tax advantages, especially if the stock has appreciated in value.
If you are interested in making a gift of stock, please complete the form below. You will automatically receive an email with details about the transfer process and how to work with our broker, Wells Fargo Advisors. If you already know the name of the stock and the number of shares you expect to transfer, please also note those details so that we may best prepare to receive your gift.
Financial Advisors: Please fill out this form before calling the number below. You do not need to complete all fields. The auto-email you will receive is the fastest way to provide you with our DTC #, Account #, and other pertinent information.
If you have any questions or would like to speak with someone about your gift:
Jason Daniel Fair, (212) 695-8650, ext. 331