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Give the Gift of Stock

Home Donate Give the Gift of Stock

Donating a charitable gift of stock is a great way to support the mission of WEV, while receiving a tax deduction.

Some of the most favorable tax benefits are generated by contributions of appreciated, long-term, capital-gain securities. In addition to receiving a charitable deduction for the full, fair market value of such a gift, the donor escapes any potential tax on the capital-gains of the gift and any sales commission that would be payable upon the sale of the assets.

To help you facilitate a gift of stock to Women’s Economic Ventures (WEV), please use these instructions:

Step 1: Initiate the Transfer
Contact your broker to initiate the transfer.

Step 2: Notification of Donor Intent
In order for Women’s Economic Ventures to properly acknowledge a gift of stock, upon receipt, it is important that we are notified (call Kate at (805) 908-0091 or email kmacnaughton@wevonline.org) by the donor or transferring broker of the following:

Donor name and complete address
Name and number of securities transferred
Date of transfer

Step 3: Securities Delivered Electronically
DTC #: 0226
Firm: Fidelity Investments
Account #: Z72-174360
Women’s Economic Ventures
Tax ID #: 95-3674624

If you have any questions about this process, please contact Kate MacNaughton, Director of Development, at (805) 908-0091 or email kmacnaughton@wevonline.org.

This information is not intended as legal, tax or investment advice. For such advice, please consult an attorney tax professional or investment professional.

Donating a charitable gift of stock is a great way to support the mission of WEV, while receiving an end of the year tax deduction.

Get Updates from WEV

Santa Barbara County Office

Monday-Friday: 9am-5pm

333 S. Salinas Street
Santa Barbara, CA 93103
Tel: (805) 965-6073
Fax: (805) 962-9622

Parking is available on the street or in the parking lot off Lou Dillon Drive. WEV only has one space available in the front lot.

Ventura County Office

Monday-Friday: 9am-5pm
*Appointments are preferred; please call ahead before stopping by, as our Ventura staff members frequently work in other locations.

290 Maple Court, Suite 268
Ventura, CA 93003
Tel: (805) 667-8004
Fax: (805) 962-9622

WEV's office is located in the back of the 'Financial' building if facing the building from Maple Court.

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