Donate Securities - Life Plan Humboldt

Donate from IRAs

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 lph@lifeplanhumboldt.org (707) 845-2454.

Name *

First

Last

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

Does donor wish to remain anonymous?

Date of Transfer

What is the approximate amount you would like to donate?

Number of Shares

Name of Security

Transferring Broker First and Last Name

First

Last

What firm is the broker with? *

What state is the firm located?

Firm Phone Number *

Notes

Attach a File

Click or drag a file to this area to upload.

If you have problems with your donation please contact us:
lph@lifeplanhumboldt.org
(707) 845-2454

A NONPROFIT 501(c)(3) – TAX ID/EIN 84-4757743