You can give a meaningful gift to SUWA and gain a substantial tax advantage for yourself by giving stocks or mutual fund shares that have appreciated in value. Below you will find the information necessary to transfer your shares into SUWA’s account.
Investment Firm: Raymond James
Account Number: 326KL762
DTC Number: 0725
At the time of your donation notify Mark Lazar, CFP®, Senior Vice President-Investments at Raymond James: (385) 275-3609.
Please contact us with the details of your transfer (your name and contact information, intended date of transfer, type of stock, and number of shares), so that we may promptly process and acknowledge your generous gift. Send this information to our Associate Director, Katherine Indermaur, or call (801) 428-3971.