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STOCK AND APPRECIATED ASSETS DONATIONS
Your gift of stock can make a great impact on our neighbors, and the work that Orion does to provide solutions, resources, and hope.
A transaction is simple and straightforward, has an immediate impact, and may also have tax benefits.
Please follow the instructions below to transfer stock and/or other securities to Orion Communities.
1. Inform us of your intent to transfer securities by either contacting Bookkeeper@OrionHope.org or filling out the form below.
Be prepared to provide the following information:
- Donor name, address, phone number, and email address.
- Name of stock and number of shares.
- The gift designation.
- The anticipated date of transfer.
2. Provide your broker with the account information for making an electronic transfer: Wells Fargo
DTC: 0141
Account #: 8896-5299
Orion Communities Inc.
3. Once your broker has advised you that your transfer is complete, please notify us so that your gift may be confirmed.
4. Once the assets are in our account, there are no additional steps. Orion will authorize Wells Fargo to sell the shares and will send the donor acknowledgment indicating the cash value of the gift.
Please contact Ava King, Development Manager at 610-415-1140 or via email at aking@orionhope.org for inquiries about stock transfers.
