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) IMPORTANT: Notify Transition House of your donation by contacting Gina Whitefoot at (805)966-9668 or firstname.lastname@example.org. 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