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DONATE STOCK
Sail Beyond Cancer® USA
Stock Donation Gift Instructions
Donating appreciated securities is one of the most tax-efficient ways to support Sail Beyond Cancer.
Brokerage Information (Sail Beyond Cancer USA)
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Financial Institution: Wells Fargo First Clearing
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Address: One North Jefferson Ave, St. Louis, MO 63103
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DTC Number: 0141
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Account Registration: Sail Beyond Cancer USA (ATTN: Suzanne Snyder)
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Account Number: 8750-0365
Investment Advisors
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Todd Toensing, CFP®, Essex Asset Management Group
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802-879-1881 | todd@emgvt.com
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Jason Brown, Essex Asset Management
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802-879-1881 | jason@emgvt.com
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After initiating your transfer, please notify:
Suzanne Snyder – suzanne@sailbeyondcancer.org
Provide:
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Date of gift
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Donor name & address
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Security name & number of shares
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