The two-step process for stock, mutual fund, or bond donations:
Step 1 – Initiate the Transfer
Contact the institution where your stock, mutual fund, or bond is held and let them know you’d like to transfer shares as a donation to Life Plan Humboldt.
They should make the check payable to “Life Plan Humboldt” and identify you as the donor by name and address. Click here to download a sample letter (DOC format) for your use.
You may need the following:
· DTC Number: 0188
· ACCT Name: Life Plan Humboldt (Tax ID# 84-4757743)
· ACCT Number: 279577663
· Mailing Address: Life Plan Humboldt, 2037 Blake Road, McKinleyville, CA 95519
Step 2 – Notify Life Plan Humboldt
Help us credit your gift by completing the form below so that we can identify your donation when it arrives.
Note: If you have stocks, mutual funds, or bonds in the form of a physical certificate,
please contact Life Plan Humboldt at firstname.lastname@example.org (707) 845-2454.