Inspire Independence with a Gift of Stocks

Donating your stocks is a great way to support Lifehouse’s mission!

It’s easy to electronically transfer your stocks to Lifehouse’s account. Paper stock certificates can also be transferred. Your gift will be recorded on the day the stock is received in our brokerage account, at the median market value on that day. You will receive a written acknowledgement letter to confirm receipt of your gift.

How to Electronically Transfer Stocks

Notify Lifehouse of Your Intent

Complete the Notification of Stock Donation Form or call us at (415) 526-5300.

Inform Your Broker

Your broker can assist you in making a gift of stock via a direct electronic transfer to Lifehouse. For your transfer, please note the following:

  • Receiving Firm: Wells Fargo Advisors LLC
  • DTC #: 0141
  • Account Name: Lifehouse
  • Account #: 1052-7481
  • Lifehouse Tax ID #: 94-6050196
  • Reference: Include your name to ensure your gift is properly acknowledged.

Our partners at Wells Fargo Advisors are also happy to assist you:

Annette Bekowich

Wells Fargo Advisors

annetteb@wellsfargo.com

(415) 945-2312 P

770 Tamalpais Drive, Suite 220

Corte Madera, CA 94925

Not sure if you’re ready to make a gift of stock?

We hope you’ll consider making an online monetary donation to Lifehouse!

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