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 Senior Director of Philanthropy, Sarah Price, at 618-570-3004.
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
618-570-3004
sarah.price@livebrightli.org