Donate Stocks
You can donate stock to support scholarship for those spiritual directors who need financial assistance. You avoid paying capital gains tax by donating appreciated stock plus you receive a charitable deduction. It is easy to do!
Have a brokerage account?
To obtain our account information to initiate a stock transfer, please contact us.
By phone: +1-425-455-1565
By email: [email protected]
Please note it is critical that you email us at [email protected]. and provide us with the following information so we can properly process your gift and thank you accordingly:
- Your name and address
- The name of the stock(s)
- The number of shares
Below is the general information for our brokerage account that will receive your investment security donation. Complete transfer instructions, including the receiving account number, will be provided by our Stock Donation team as noted above.
- Deliver to: SEI Private Trust Company
- DTC Participant Number: 2663
- Interested Party A/C: 882310401
- Interested Party Account Name: Spiritual Directors International (Optional Information)
- Phone number: (610) 676-1000
- Address: 1 Freedom Valley Drive, Oaks, PA 19456
Don’t have a brokerage account?
If you do not have a brokerage account and have the original stock certificate in your possession, please sign it in the appropriate place on the back of the certificate, exactly as your name appears in the front (If the certificate bears the names of two persons, both must sign).
Have your signature(s) guaranteed by any bank or broker (a Medallion guarantee is required) and mail it to us along with a stock power also obtained from any broker. If you do not send the stock power, upon receipt of your shares, our stockbroker will assist you with any additional documentation or steps to be taken.
Should you need additional information or assistance, please contact us at +1-425-455-1565 for email us at [email protected].
