Tagline: Until the Work Is Done
Gifts of Stock

Gifts of appreciated securities such as stocks or mutual funds are a great and tax-smart approach to support the work of Equality California Institute. Benefits of making a gift of stock can include:

    • Avoiding state and federal tax on capital gain
    • Receiving an income tax deduction for the full market value of your gift
    • Making a larger gift at a lower original cost to you

To donate securities electronically please use the following information:

    • Name of Brokerage: Wells Fargo
    • Account Number: 25744130
    • DTC Number: 0141
    • Name of the Account: Equality California Institute
    • Contact Name at Equality California Institute: Valecia Phillips
    • Telephone Number: 323-848-9801
    • Mailing Address: 3701 Wilshire Blvd Ste 725, Los Angeles, CA 90010

If you decide to make a gift of securities to Equality California Institute, please send us an email with the provided information:

    • Your name and complete mailing address
    • Name of stock and the total number of shares donated
    • Date of transfer

Once we receive the securities, we will provide you with an acknowledgement letter as proof of your donation for tax purposes.

Need assistance with a gift of stock or mutual fund?

Contact our team and we’ll assist you today!

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