Stocks and Mutual Funds

Donating stock and mutual fund shares are wonderful ways to help Places for People support people living with mental illness.

Making a gift of securities is simple and offers a number of valuable financial benefits:

  • You can donate appreciated stocks, bonds or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • There is no obligation to pay any capital gains taxes on the appreciation

You may also make a charitable donation from a traditional IRA or Roth IRA. If you have a specific question about stock, securities and IRA donations, please contact Vice President, Mary Kitley, at 314-535-5600 ext. 202.

Broker:
Steven Goldberg/Kevin Zeldin
Stifel Nicolaus
8182 Maryland Ave., Ste 110
St. Louis, MO 63105
314-726-8900

Stifel Account Number:
8861-1521

DTC Number:
793

Agency Legal Name:
Places for People, Inc.

Agency Address:
1001 Lynch Street, St. Louis, MO 63118

Agency Phone Number & Contact:
Sarah Price
314-535-5600 ext. 301
sprice@placesforpeople.org

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