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Step 1: Ask your broker to transfer assets to the Interfaith Community Services account. To transfer stock to Interfaith Community Services, please provide your broker with the following information:
Account Name: Interfaith Community Services
Address: 2820 W. Ina Road Tucson, AZ 85741-2502
Account Number #: 0082 3549-0998 C298
Brokerage House: Wells Fargo Advisors (was A.G. Edwards)
Contact: Betsy McCabe (520-297-2521)
DTC #: 0141
Step 2: Please inform Bonnie Kampa, Executive Director, at 520-297-2738 x212 or bkampa@icstucson.org to let us know that you plan to make the transfer. This is necessary so that we can credit the gift to you. We will immediately mail you a receipt for your tax purposes.
Note: Most importantly, do not sell your stock first and then write us a check or transfer assets. Doing this will require payment of capital gains tax on the appreciation of your stock. The effective date of your gift is the day of transfer. The amount of your donation is the average between the high and low prices of the stock on the day of the donation.
For more information, please contact us at 520-297-6049.
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