Gift of Securities


Giving securities is one of the most tax-efficient ways to give. Gifts of publicly traded securities bought over a year ago that have increased in value can be donated to Joni and Friends. The donor is entitled to a charitable deduction of the value of the securities. In addition to the tax deduction, donors avoid all capital gains taxes. This makes for an additional tax savings!

 Information for Electronic Stock Transfer to Joni and Friends
Account# 3993-9473
DTC# 0141
Tax ID# 30-0815226
Broker Address Wells Fargo Advisors
14567 N Outer 40 Ste 200
Chesterfield, MO 63017
Broker Telephone (636) 530-6111 | Kirstin Mower

Please contact our organization via mail, email, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Laura Pulido at 818-575-1773. You are encouraged to leave a voice message or email message if no one answers. The facsimile number is 818-707-2391. If sending email, please use the Contact Us link on the left.

Thank you for your support of Joni and Friends.


© Copyright 2018 by Sharpe Group. All Rights Reserved.