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How to Make a Gift of Stock

December 18th, 2018 | Posted by Margaret Hummel

Thank you for considering a gift of stock to Save The River. The following instructions will provide you and your broker/financial manager with more information on how to make the gift.

  • Please write a letter to your broker and instruct them that you wish to make a gift of stock to Save The River. Please provide your broker with the following information and specify how many shares of which stock and to which fund you are donating it to. Be sure to have your broker include your name as the donor.
  • RBC Wealth Management – DTC # 0235 Save The River Account # 30951020
  • Please have your broker forward copies of your letter to each of the following so that an appropriate gift acknowledgment can be sent to you:

Mrs. Patti Kittle
RBC Wealth Management
19485 US Route 11
Watertown, NY 13601
Fax: (315) 788-6964

And

Linda Wright
Save The River
409 Riverside Drive
Clayton, NY 13624
Fax: (315) 686-3632

If you need further information on the transaction, please call Patti Kittle at RBC Wealth Management, (315) 788-4200.

Thank you again for supporting Save The River!

Gifts of Stock Instructions – Save The River

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Clayton, NY 13624

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