Stock Donation
How to Donate Stock to SKT
In order to donate stock please first contact your brokerage firm like Schwab or Fidelity etc and ask them for a form Outgoing Partial Transfer/Gifting form and fill it with below account details.
The stock should be transferred in kind without liquidation
If you need help in filling the form please reach out Mr Balaji Rao ji at balaji.rao@lpl.com or cell; 949 981 3981.
Be sure to notify Sri Sivakameswari Temple that the stock is on its way. If the shares go straight from the broker by electronic transfer, the donor’s information doesn’t always come through, and we can have a hard time trying to figure out where the stock came from.” We would also like to send you a receipt for the gift to keep in your tax files.
BROKERAGE INFORMATION
Receiving firm Name; LPL Financial
Receiving firm DTC number : 0075
Receiving Account name: Vedic Spiritual Center
Receiving Account number : 2937-5539