Thank you so much for your commitment to helping homeless families in Santa Barbara! 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) Fill out the online form below to notify Transition House of your donation.
2) Download and fill out the Stock Donation Form to submit to your broker.
3) If you have any questions, please call 805-966-9668 or contact Gina Whitefoot (firstname.lastname@example.org)
If you need our information for your broker to complete, see below;
Transition House Transfer Information:
Broker: Stifel, Nicolaus & Co., Inc.
Contact: Syd Walker
Address: 30 E. Figueroa Street, Suite B, Santa Barbara, CA 93101
Account Name: Transition House
Account Number: 20151826
Routing Number #: 021000018
Broker Number: SG12
Tax ID: 77-0099755
DTC NO. 0793