Give a Gift of Stock

Reduce the impact of capital gain taxes and benefit from your charitable contribution.  Transferring appreciated stock or mutual funds is a tax-wise way to fund your gift to Downtown Streets Team.

 

How to Transfer Stock

To donate stock or other securities, please print and complete the Securities Transfer Request Form (DOC).  Complete your transfer  with your broker.

 

Alternatively, you may send the following information to your broker:

Account Name: Downtown Streets Team
DTC#: 0756
Account #: 7962-2955
Broker: Ameriprise
Contact: Sarah Clash, CFP, CLTC
Phone: (408) 963-2288

 

Send a Copy to Downtown Streets Team to Ensure Your Donation 

To ensure that Downtown Streets Team receives your donation, please send a copy of your Securities Transfer Request Form to Meta Townsley, Chief Development Officer, at Meta@StreetsTeam.org, in addition to sending to your broker.

Questions?

Please contact Meta Townsley, Chief Development Officer, by email at Meta@StreetsTeam.org, or phone: (408) 239-4540.

 

Did you know?

For fiscal year 2014-2015, 166 people found jobs and kept them for over 90 days.  That’s up 95% from last year.