Make a larger impact today and maximize your tax savings with a donation of stocks or bonds.
What To Do Next
- Download Documents: Download the Stock Gifts Information Sheet PDF to begin the stock donation process electronically or manually.
- Confirm with Financial Professional: Provide the account information to your financial professional or directly contact Lifewater’s broker, using his contact in the linked information sheet above.
- Notify Lifewater: Notify us of your gift. Contact Christine Zurbach at firstname.lastname@example.org or call us at 805.541.6634. Be sure to include your name, date of gift issuance, name of appreciated securities, and estimated value.
- Print Donation and Tax Receipt: Lifewater will contact you to confirm receipt of gift and issue tax receipt. Print and save these receipts.
“Donating stock was simple and easy. It allowed us to make a bigger impact.”
– Kristine from Windham, ME
Other Questions? Contact Us.
If you have any questions please contact us at 805.541.6634 or email Christine Zurbach, Vice President of Philanthropy, at email@example.com.