Resource

Gifts of Publicly-Traded Securities

May 24, 2016

Thank you for your interest in making a gift of securities to ZERO TO THREE.

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To facilitate your gift, please have your broker contact Hannah Hawley at (202) 857-2686 or HHawley@zerotothree.org.

It is important that the broker contact the Development Office in order for us to identify the transfer in a timely and accurate manner. What information is helpful? To help us correctly identify, value and receipt your gift in a timely manner, the following information from you or your broker is important:

  • Donor’s name
  • Stock information (number of shares, name of stock and symbol)
  • Originating broker
  • Designation of gift, if known

For assistance with a transfer or for more information, please contact Hannah Hawley.

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