Most donations of appreciated securities that have been held long term are fully deductible at fair market value and the donor does not incur a tax on unrealized capital gain. Your financial institution will need the following information to make the transfer:
Wells Fargo Advisors
14767 North Outer Forty Drive, Suite 201
Chesterfield, MO 63017
(636) 735-3025 or dan.entzeroth@moellerinvestmentgroup.com
DTC #: 0141
Acct Name: Gwendolyn’s Gifts
Acct #: 8096-5421
Attn: Dan Entzeroth- Vice President/Financial Advisor
Please notify either Erin Kramer at erin@gwendolynsgifts.org or Dan Entzeroth with Moeller Investment Group of the security donation details to ensure Gwendolyn’s Gifts can properly thank you for your wonderful donation!
