COCA is pleased to accept tax-deductible gifts of stock. Stock gifts may be transferred electronically to COCA by providing your broker with COCA’s information.
Steps to Make a Stock Gift to COCA
1. Contact your financial advisor and provide the information below to ensure a quick and accurate transfer of funds:
COCA’s broker: First Clearing Corp., Wells Fargo Advisors
D.T.C. #: 0141
Account #: 2020-5561
Account Name: Center of Creative Arts (COCA)
Contact Name: Tom Garfinkel
2. Notify COCA of your intent to make a gift of appreciated stock, providing the following information to Jeremy Dewey, Senior Director of Development and Finance, at 314.561.4861 or firstname.lastname@example.org:
Name of the stock being transferred
Number of shares transferred
Designation of the gift
Name of your financial advisor or bank handling the transfer
COCA is a 501(c)(3) nonprofit organization and does not receive United Way support. Contributions to COCA are eligible for tax deduction to the limit allowable by law.