CHANGE THEIR WORLD

Give Through Your IRA
If you are age 70½ or older, you can satisfy your Required Minimum Distribution (RMD) by making a direct transfer from your IRA to SAS. This Qualified Charitable Distribution (QCD) allows you to fulfill your RMD obligation while excluding the amount donated from your taxable income. It’s a simple and effective way to make a lasting difference.

Donate Appreciated Securities
Gifting long-term appreciated stock or other securities can also be a highly tax-efficient way to give. By donating investments held for more than one year, you may be eligible for a charitable income tax deduction for the fair market value of your gift—and you may avoid capital gains tax on the appreciated amount.

Make Donations of Appreciated Stocks 

Receiving Firm Information:

Wells Fargo Clearing Services, LLC (WFCS) Tax ID Number: 23-2384840 ACAT Participant: 0141

Contact Information: 

Account Transfer Department

firstclearingaccounttransfers@firstclearing.com

All deliveries MUST include the Client Name and WFCS 8 digit Brokerage Account Number