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Appreciated Stock


If you wish to make a donation of long-term appreciated stock, mutual funds or bonds to Eldergivers, instruct your broker to direct the desired number of shares via DTC to:


First Republic Securities Company, LLC.
DTC #0443
FOR FURTHER CREDIT TO PERSHING ACCOUNT xxxxxxxxx*.

*Please contact Hilary Yu with First Republic Securities Company, LLC.
at 415.288.8073. She will give you the PERSHING LLC ACCOUNT NUMBER.

 

For more information about making a gift of appreciated stock to Eldergivers, please contact the Eldergivers office, 415-441-2650 or email info@eldergivers.org.