Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the ADF Foundation.
By electronic transfer - All gifts of stocks, bonds and mutual funds should be sent to:
|ADFF Account #:||72534847|
|Account Name:||ADF Foundation|
|ADFF Tax ID#:||86-1158500|
|ADF Broker Information:||Wells Fargo Bank, N.A.|
Please contact us to inform us what specific asset(s), how many shares, and when it will be transferred to our account.
If you hold "book-entry" shares of stock in a Direct Registration Account (DRS) or through a Dividend Reinvestment Program (DRIP) with a transfer agent such as Computershare, BNY Mellon, or another agent, they cannot be transferred electronically via DTC. Instead, you should obtain a transfer form from the transfer agent's web site. Complete your portion and send it to ADF Foundation, 15100 N. 90th Street, Scottsdale, AZ 85260. We will complete our portion and send it to the agent to receive your shares. Contact us for assistance.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
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