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

DTC #: 0141
Acct Name: Gwendolyn’s Gifts
Acct #: 8096-5421
Attn: Dan Entzeroth- Vice President/Financial Advisor

Please notify either Erin Kramer at 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!