All donations are valued and greatly appreciated! 

Transfer Instructions for Gifts of Appreciated Stocks or Securities 

 

Thank you for considering a gift of publicly traded securities to Women's Coaching Alliance! By donating your appreciated stock, you avoid paying capital gains tax in addition to a tax deduction for your organization and our organization gets the full value of your generosity.

 

Women's Coaching Alliance is a 501c3 tax-exempt nonprofit organization. Our federal tax identification number is XX-XXXXXXX. 

 

Our mailing address is:

Women's Coaching Alliance

XXXXXXX

XXXXXXX

Phone: XXXXXXXX

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Electronic delivery of shares of stock is the most secure and efficient delivery process available. Of course, you may transfer stock certificates directly. 

 

Step 1: Notification of Donor Intent 

Please notify us of your intent to make a gift of securities. Under SEC regulations, your broker may not tell us your name when making the transfer of stock from your account to Women's Coaching Alliance. So that we may acknowledge your donation and provide documentation for your tax records, please advise Women's Coaching Alliance of your generous contribution by emailing us the following:  

 

Your name and complete preferred address  

Name of stock or securities  

Number of shares or securities transferred  

Date of transfer request 

 

If you would like your gift to be anonymous, simply let us know when notifying us of your gift, and your name will not appear in public recognition lists. 

 

Step 2: Authorize your broker or financial agent to transfer shares to Women's Coaching Alliance’s brokerage account. 

For securities delivered electronically, the following will help your broker facilitate an electronic transfer:  

Women's Coaching Alliance’s Stockbroker: XXXXXXXXXXX

DTC Number: XXXXXXXXXXX 

Account Name: Women's Coaching Alliance (Tax ID# XX-XXXXXXX)  Account Number: XXXXXXXXXXX

 Phone Number: XXX-XXX-XXXX 

If you have physical stock certificates, please contact us directly to make arrangements.  

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Questions? Please contact  us at info@womenscoachingalliance.org