Stock/securities donations help us provide shelter and programs for families experiencing homelessness in our local community.
You get to contribute more than if you’d sold your holding, paid the tax and donated the cash that remained. To get a clearer sense of how this works, you can discuss it with your financial advisor.
Follow the steps below to begin the stock transfer so that Transition House may provide your tax receipt and thank you letter as soon as possible.
1) It is important to notify Carmela Carreño, Development Manager of your donation by clicking here or calling (805) 966-9668 ext. 120. If you do not notify Transition House of your stock transfer we will be unable to tie the donation back to you, the donor.
2) Download and fill out the Stock Donation Form to submit to your broker.
Your broker may request certain transfer information from Transition House. See below:
Transition House transfer information:
Broker: Stifel, Nicolaus & Co., Inc.
Contact: Syd Walker
Address: 206 E. Anapamu Street, Santa Barbara, CA 93101
Account Name: Transition House
Account Number: 20151826
Routing Number #: 021000018
Broker Number: SG12
Tax ID: 77-0099755
DTC NO. 0793