If you have appreciated stock that you wish to donate to Sunday Assembly as a way of using pre-tax dollars rather than after-tax dollars for charitable giving, that can be done. Just contact your broker and inform them that you wish to gift X shares in kind to Sunday Assembly Silicon Valley's corporate account at Fidelity, and that you need them to process a "DTC transfer."
Your request should include the following information:
- Name of Firm: Fidelity Brokerage Services
- Account Number: Z73521000
- Brokerage DTC code: 0226
If you have questions about this process, please contact Board Member and Treasurer, Rick Thomas.