1. Contact your broker to donate.

Please inform your broker that stock to be donated should be directed to the following account:

  • Account Name: Apis Arborea
  • Account #: 6514-0102
  • Apis Arborea Tax ID #: 86-1689144
  • Financial Institution: LPL Financial, DTC #0075
  • LPL Financial Contact Information: Christopher Arnold
  • Phone: (707) 576-5040
  • Email: [email protected]

2. Complete the Form Below

To correctly identify your stock donation when shares are transferred electronically, it is essential that you complete this form! Please note that stock shares will be sold immediately upon receipt.  We will send you an acknowledgement letter for tax purposes and to thank you for your generous gift. Please complete this Stock Transfer Form to let us know about your intention. The form also has instructions you can share with your broker. 

Name(Required)
Address(Required)
Types of Shares(Required)
MM slash DD slash YYYY

Things to Remember

  • Don’t forget to let us know that the stock is coming! By knowing the type and number of shares of your transfer, we will easily be able to credit you properly and issue the receipt you will need for tax purposes.
  • Electronic transfer is the fastest, most convenient process for making your gift.
  • You can completely avoid capital gains tax by making a charitable gift of stock. The stock contributed needs to have been held by you for more than 12 months to garner the greatest tax savings.

The material presented on this website is not offered as legal or tax advice. Please seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations to ensure that a contemplated gift is appropriate for your situation.

Questions?

Please email [email protected] and we will be happy to assist you!