STOCK DONATION OPTIONS
Gift stocks, mutual funds or bonds to Diveheart Inc.
STOCK OPTION 1:
ELECTRONIC TRANSFER INSTRUCTIONS
If the shares are held at a brokerage account or bank you can give a letter of directions to your broker or banker to transfer the shares directly to the account of Wells Fargo Advisors, LLC through the DTCC system. The shares will be transferred electronically. The letter of authority should show the following information to transfer by DTCC:
DTCC number 0141 / Diveheart Foundation 2898-6018 / donor name if applicable
You will receive back a letter confirming the value of your generous donation as of the date the shares are donated. This can be used to show the IRS the value of your donation.
STOCK OPTION 2:
MAIL TRANSFER INSTRUCTIONS
You can also just sign over the stock or bond certificate and mail it directly to the Diveheart Foundation or to
Wells Fargo Advisors, LLC,
1515 West 22nd Street Suite 700,
Oak Brook, IL 60523
Attn: James E Michel Managing Director – Investment Officer
If you have any questions you can contact:
James E Michel
Managing Director
Investment Officer at Wells Fargo Advisors, LLC
630-574-2446 or 800-237-5593