The Behavioral Health Center of Excellence

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