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For Advisors »
Gifts of Stock/Wire Transfer

 
The Santa Fe Community Foundation accepts gifts of public or private stock, government securities and wire transfers. They can be easily transferred from the donor's brokerage account to the Foundation's account via DTC.

To better serve your clients and issue prompt donation acknowledgement, contact our office and let us know to expect a gift. For confidentiality reasons, donor information does not appear on our statements. In order to credit the correct donor we need to know that they have initiated a stock gift.

Donors work directly with their broker to issue a stock transfer. For transfer instructions for gifts of stock, e-mail our Development Director, Valerie Ingram or call 505.988.9715, ext. 4.

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