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Donation of Stocks or Securities
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)543-7500, or email suzette@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 name change, instruct your broker to reference Medical Ambassadors International when contacting our Securities Representative:
Dwayne Alpers or Stacey Ryan
Alpers & Associates
Investment Group of Wells Fargo Advisors
DTC #0141
570 Armstrong Way
Oakdale, CA 95361
(888) 650-5377 or (209) 845-1745
If you require further assistance, please contact suzette@lifewind.org
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