• avoid all capital gains tax on the appreciated portion of the stock; 
• receive a charitable deduction for its full current market value; 
• make a larger gift than might be otherwise possible. 
 
Make your gift of stock to Make-A-Wish by transferring securities directly to one of Make-A-Wish’s brokers at Pinnacle Financial Partners.

Helen Thorp, CFP® – Trust and Wealth Advisor
3515 Glenwood Avenue | Raleigh, NC 27612 
Phone 336-433-5736 | Fax 336-889-3396
[email protected] | www.pnfp.com

Nancy Dameron – Trust Specialist
3515 Glenwood Avenue | Raleigh, NC 27612 
Phone 336-881-3616 | Fax 336-889-3396
[email protected] | www.pnfp.com

Account name: Make-A-Wish Foundation of Eastern NC 
Federal Tax ID #: 58-1792140 
 
You can also send or deliver Make-A-Wish the stock certificate(s) and a signed stock power of attorney in separate envelopes. For security purposes do not mail them together. 
 
In order to properly credit your gift, please have your broker inform our office about this transfer by calling 919-821-7111.