Wednesday, October 22, 2014

Donations of appreciated stock

A number of our members have made inquiries about whether or not they can donate stocks and securities as part of their giving to the efforts of the XLH Network, and we are excited to inform you that now you can!

Your gift of appreciated stocks or securities (sometimes recommended for tax or estate planning purposes) can help further the mission of the XLH Network and change the lives of families living with XLH. 

Electronic or depository trust company (DTC) transfer of stock through a broker can be made through the Wells Fargo Advisors Financial Network account held by the XLH Network. For instructions on completing an electronic stock transfer or handling gifts of physical stock certificates, contact one of the following individuals:

Geoff Edelson, XLH NetworkTreasurer: 
Chris Inman, CFP® with Wells Fargo Advisors Financial Network at 601-602-3571 or

We will need to know the donor name, address, phone number, email address, and details of the contribution so we can acknowledge the gift. 

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.