To process your donation of stocks or securities, we need a few details from you, and you need to take two simple steps:
1. Send the following information to our finance office: Name of security or fund, number of shares, your broker's contact information, and whether you wish to designate your gift to a specific project or need. Phone (209)524-0600, or email linda@lifewind.org
2. Ask your broker to contact our Securities Representative (information below) to execute the transfer of the gifted stocks or securities. NOTE: Because of our recent name change, instruct your broker to reference Medical Ambassadors International when contacting our Securities Representative:
-
Wachovia Securities - DTC #0141
Dwayne Alpers or Judy Vagadori
Alpers, Stevens & Associates
(888) 650-5377 or (209) 847-1745
If you require further assistance, please contact linda@lifewind.org
