Make a Gift of Stock

Gifts of appreciated securities, stocks, and bonds provide considerable tax advantages when transferred to DVFriends before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a two-fold tax benefit, creating an income tax deduction as well as helping avoid the capital gains tax that would have been due on their sale.
 
To make a gift of stock, wire transfer your stock to DVFriends’ account with Wells Fargo Advisors using the following information:
 
Wells Fargo Advisors
Acct #: 2431-3516
DTC#: 0141
Wells Fargo representative: Craig Schwartz, 215-636-1480
 
Additionally, please advise Stephanie Speakman in our Development Office at 610-640-4150, ext. 2151 with the name of the security, number of shares, and date of gift so that the gift may be properly credited to you.