Why Give the Gift of Stock?

Giving stock doesn't just help the children we serve: it also helps you. Many donors prefer to make gifts of appreciated stocks, bonds or mutual funds because you can save on taxes and make a greater impact.

Increase Your Giving Power
Stock gifts to Make-A-Wish Philadelphia, Delaware & Susquehanna Valley can benefit you in two ways: you receive a charitable income tax deduction for the full fair market value of the securities, and at the same time you may avoid capital gains taxes on appreciated stock. This helps you stretch your gift even further.

Broker Transfer Instructions
To transfer stock or mutual funds to Make-A-Wish Philadelphia, Delaware & Susquehanna Valley electronically, provide these transfer instructions to your broker:

Derek R. Brooks, CFP®, First Vice President – Investment Officer

The Frank Financial Consulting Group
of Wells Fargo Advisors
One Fayette Street
Two Tower Bridge, Suite 200
Conshohocken, PA 19428

DTC#141 and our account# 5843-8124
Make-A-Wish Foundation
First Clearing Corporation - a Wells Fargo company

Account Name:
Make-A-Wish Foundation® of Philadelphia, Delaware & Susquehanna Valley
5 Valley Sq., Suite 210
Blue Bell, PA 19422

(EIN) Tax Identification #22-2755963

Contact

Joseph Lynch

Director of Major Gifts

[email protected] | 215.987.3140

The information on this page is intended to assist you in your tax, estate, and charitable planning. It is not intended as legal or tax advice. For such advice, please contact an attorney or financial advisor.