Simple steps for giving a gift of securities to Downtown Streets Team.
If you would like to make a gift of stock to Downtown Streets Team, we would be happy to provide stock transfer instructions to you. It is a simple, straightforward process.
You can call or write to your broker, and ask your broker to initiate a "broker to broker" transfer. You would instruct your broker to donate the stock directly to Downtown Streets Team.
Downtown Streets Team would provide you with the name of their brokerage firm, the brokerage firm’s DTC number, the account name and number, and the telephone number and name of their broker contact at the firm.
Your broker can then transfer the securities directly to the Downtown Streets Team account. It is important that the securities be transferred to Downtown Streets Team account prior to being sold in order to avoid capital gains taxation.
Donate Stock using Cocatalyst
How to Transfer Stock
To donate stock or other securities, send the following information to your broker:
Account Name: Downtown Streets Team
Account #: 7962-2955
Contact: Sarah Clash, CFP, CLTC
Phone: (408) 963-2288
Please contact Logan McDonnell, Director of Development, by email at Logan@StreetsTeam.org, or phone: (415) 991-5267.