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Donate Stock
Thank you for your interest in and generous support of the Heart Touch™ Project. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. To help you facilitate a gift of stock, please use the following instructions.
Step 1: INITIATE TRANSFER
There are two common methods of gifting Securities to the Heart Touch™ Project. The first is Electronic transfer through which your broker can transfer shares using the Heart Touch™ DTC number. The other is physically mailing the paper certificates directly to the Heart Touch™ Project. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.
Step 2: METHOD OF DELIVERY
Choose one of the two available brokerage accounts open for accepting electronic transfers, or choose the mail delivery option below:
A. SECURITIES DELIVERED ELECTRONICALLY
Donate your stock to the Heart Touch™ Project through XXXX XXXX XX XX XXX & Co., and they will sell the stock for the Heart Touch™ Project commission-free through the xxxxx Charitable Stock Donation Program.
Name: xxxx xxxxxx
C/O xxxxxxxxxxxxxxxxxx financial services
DTC Number: XXXX
Account Name: The Heart Touch™ Project (Tax I.D. Number 95-4529022)
ACCT Number: XXX-XXXXXX
B. SECURITIES DELIVERED BY MAIL
Mail your UNENDORSED certificate(s) with stock waiver and stock power, in separate envelopes, by registered mail, to:
The Heart Touch™ Project
3400 Airport Ave #42
Santa Monica, CA 90405
NOTE: Certificates already registered in the name of the Heart Touch™ Project do not require either the stock waiver or stock power for execution of the transfer.
Do you require Stock Power Form? You can use ours Click Here
Do you require Stock Waiver Form? You can use ours Click Here
Step 3: NOTIFICATION OF DONOR INTENT
Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgment purposes:
- Donor's name and complete address
- Name and number of securities transferred
- Name of brokerage house shares will be transferred to (i.e. Morgan Stanley)
- Date of the transfer
If you have any further questions, please call Jennifer Noquera at 310-391-2558
Our job is never done - people always need us - every single day. Please help us continue our lifesaving work.
Your contribution means that we can continue to provide these vital services. Your gift today, will provide hope and relief tomorrow.
Financial contributions to the Heart Touch™ Project are tax-deductible.
The Heart Touch™ Project Tax Identification Number (also known as Employee Identification Number or EIN) is 95-4529022.
Please be sure to complete the entire donor portion of the form and to include a copy of your gift receipt (if available). If you would like to designate the gift to a specific program, please indicate that on the form. If you have questions about your company's matching gift program, please contact your personnel/human resources office.
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