Stocks and
Securities Donations
Did you Know That you Can Also Donate to GiveLight Using your stocks?
Thank you for your interest to grant a securities gift contribution to GiveLight Foundation (GLF). Your gifts make the work of building and sustaining beautiful homes for orphaned children possible.
Gifts of securities may include publicly traded stocks, mutual funds, and stock in non-publicly held companies. To complete your donation, please follow the steps outlined below.
Stock or Mutual Funds Held at a Brokerage Firm
- Name of the stock to be donated
- Number of shares to be donated
- Recipient’s/Non-Profit’s Account Name: GiveLight Foundation
- Recipient’s/Non-Profit’s Account Contact: Dian Alyan
- Recipient’s/Non-Profit’s Account Phone Number: 408-204-2451
- Recipient’s/Non-Profit’s Account Email: finance@givelight.org
- Recipient’s/Non-Profit’s Account Number: PLq002294
- Recipient’s/Non-Profit’s Tax ID: 56-2500794
- Pershing DTC Number: 0443
- Saturna Brokerage Contact: N/A
- Saturna Brokerage Phone Number: 800-728-8762
Securities at a Bank or other Financial Services Firms
Step 1
Donor should inquire at the financial services firm what paperwork is required in order to have the stock sent to the GiveLight Foundation eTrade account.
Step 2
If the firm can send the stock via DTC then the instructions above will apply.
Step 3
If the firm cannot, then the donor will have to request that the security be issued via a certificate. The financial services firm will be able to advise as to the most efficient course.
Securities are Held by You, the Donor
If securities certificate(s) are held by you, you may hand deliver or mail the certificates to the GLF office. A stock power and security release form must be signed and accompany the securities certificate(s) you are gifting.
Special Note* If donors are not individuals (i.e. a corporation, etc.) or if the securities being gifted are restricted in some manner, or if there are any questions, please contact the GiveLight finance department to discuss the special procedures that may be required.
