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 Foundation
 
Legal Name: Joni and Friends Foundation
Account#: 3993-9473
DTC#: 0141
Tax ID#: 30-0815226
Broker Info: Wells Fargo Advisors (Moeller Investment Group)
14567 N Outer 40 Ste 201
Chesterfield, MO 63017
Contact Name: Kirstin Mower, Sr. Registered Client Associate
Phone: (636) 735-3025
Email: kirstin.mower@moellerinvestmentgroup.com

Please contact Joni and Friends via mail, email, facsimile, or telephone regarding the purpose of the gift when the transfer is made. If you have any questions, please contact Degna Horton at 818-575-1762. 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.