Stock Transfer Form
Your charitable deduction will be equal to the full market value of the stock. Transferring stock to Paz Wellness is simple. Please call 435.535.1371, email email@example.com, or follow the instructions below.
How to Transfer Gifts of Securities
- Please notify Paz Wellness by telephone or email that you will be making a gift by contacting us at 435.535.1371 or firstname.lastname@example.org. When making a transfer, your name will not accompany the electronic transfer of shares. We kindly ask that you notify our staff of your intent so we can acknowledge your gift correctly.
- After you have alerted us to expect your gift, please instruct your broker to make the transfer to our broker:
- Broker: Fidelity Institutional
DTC #: 0226
Account: Paz Wellness
Tax ID #: 87-4374738
- Please ask your broker to notify Esterlee Molyneux when the transfer is made so that we may expedite your acknowledgement. Please email email@example.com with the following information:
- Your Name:
Address (include city, state, zip):
Type of Stock:
Number of Shares:
Broker Phone Number:
Approximate Transfer Date:
Thank you for helping the Paz Wellness transform the lives of children, youth and adults with their mental wellness!