Investment Related Donations
Stocks
Thank you for your interest in support of HELP ORG INC. To help you facilitate a gift of stock, please use the following two simple steps:
Step 1: Initiate the Stock Transfer
Securities can be gifted to HELP ORG INC in two ways: either via electronic transfer (in which your broker transfers shares using the DTC number) or by physically mailing the paper certificates. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.
If sending a letter or an e-mail is preferred, the following information is needed at the time of transfer:
Send to:
HELP ORG INC
Gift Processing Unit
541 Tenth Street, No. 312
Atlanta, GA 30318
E-mail: [email protected]
Phone: (404) 316-2653
Fax: (404) 733-6838
Step 2: Send the Securities to HELP ORG INC
Ask your broker to donate through Charles Schwab & Co. and they will sell the stock commission-free through the Charitable Stock Donation Program.
Charles Schwab & Co.
DTC Number: 0164
Account Name: HELP ORG INC (Tax I.D. Number 03-0545693)
ACCT Number: 94112561
Stocks
Thank you for your interest in support of HELP ORG INC. To help you facilitate a gift of stock, please use the following two simple steps:
Step 1: Initiate the Stock Transfer
Securities can be gifted to HELP ORG INC in two ways: either via electronic transfer (in which your broker transfers shares using the DTC number) or by physically mailing the paper certificates. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.
If sending a letter or an e-mail is preferred, the following information is needed at the time of transfer:
- Donor's full name and complete address
- Name and number of securities transferred
- Date of the transfer
- Specific program to which gift should be directed, (if any)
Send to:
HELP ORG INC
Gift Processing Unit
541 Tenth Street, No. 312
Atlanta, GA 30318
E-mail: [email protected]
Phone: (404) 316-2653
Fax: (404) 733-6838
Step 2: Send the Securities to HELP ORG INC
Ask your broker to donate through Charles Schwab & Co. and they will sell the stock commission-free through the Charitable Stock Donation Program.
Charles Schwab & Co.
DTC Number: 0164
Account Name: HELP ORG INC (Tax I.D. Number 03-0545693)
ACCT Number: 94112561
HELP ORG INC (HELP) has been recognized by the Internal Revenue Service as a not-for-profit organization under Section 501(c)(3) of the Internal Revenue Code. Contributions to HELP are tax-deductible to the extent permitted by law.
Federal Identification Number: 03-0545693.
Federal Identification Number: 03-0545693.
