Because the donor’s information in electronic transfers are not always complete, please alert us in advance about the stock and number of shares you plan to give. You can do so by e-mailing email@example.com or calling Ham Pham at (408) 975-2730 ext. 403.
According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account). Following is the information necessary to transfer stock to our account: