Charitable Gift Services
We offer exceptional service to charitable organizations seeking assistance in the management of investment accounts. Our expertise assures immediate turnaround of timely gifts to obtain maximum valuation.
What We Offer
- Same day turnaround of securities received for sale (if in negotiable form)
- Professional, courteous and informed donor assistance
- Extensive knowledge of physical, legal and restricted security processing
- Low fees, if any, for non-standard stock processing
- Free online access to accounts
- Preparation of gift valuation letters (if desired)
- Form letters for donors to instruct their brokerage firms to transfer stock
- Numerous letters of instruction for donors to transfer stock from transfer agents, dividend reinvestment accounts and mutual funds.
We take care of the details.
Recognizing and processing large gifts in a way that won't adversely affect the market is important to your organization. We are aware of the need to attain a price at or above the gift value within the confines of the organization's turnaround time limits and in tune with legislative issues affecting the charitable giving sector.
- We obtain the donor name from the delivering broker, notify you of receipt and then quickly liquidate the shares, usually within 24 hours
- Donor name will appear on your trade confirms and monthly statements
- Average prices are supplied on the date of receipt
- We are able to offer donor access to individual endowment funds or donor advised funds while offering the organization the same
- Combined fund performance and activity reports are tailored to the organization's needs and available on demand via web access
Receive multiple benefits from this service.
- Tested and proven systems provide for efficient processing of all types of stock donations
- Ability to deal directly with donors, allowing you to utilize your time more efficiently
- Experience in processing estates, physical stock certificates, Book-Entry and Dividend Reinvestment accounts, and private issues
- Network of contacts for the payment of aged Bearer Bonds
- Ability to process issues that have been subject to reorganization, merger or demutualization
This is the advantage of a private, full-service firm. Get personal and comprehensive service and a commission schedule that allows your organization to receive the maximum benefit of the stock donations.
For more information, please contact:
Donna Frederick
Executive Vice President
P 314.446.1680 / F 314.436.9986
Email Donna
Member:
St. Louis Planned Giving Council
National Committee on Planned Giving
Leave-A-Legacy (Charter Member)
