DONATE STOCK
Sail Beyond Cancer® Vermont
Stock Donation Gift Instructions
Donating appreciated securities is one of the most tax-efficient ways to support Sail Beyond Cancer.
Financial Institution: Wells Fargo First Clearing
Address: One North Jefferson Ave St. Louis MO, 63103
DTC #: 0141
Account Registration: Sail Beyond Cancer VT
ATTN: Kelli Shonter
Account #: 6569-9579
Investment advisors contact info if needed:
Todd Toensing, CFP ®
President & Investment Advisor Representative
Essex Asset Management Group, Inc.
1233 Shelburne Road Suite C2B South Burlington, VT 05403
802-879-1881
todd@emgvt.com
Jason Brown
Essex Asset Management Group, Inc.
1233 Shelburne Road Suite C2B South Burlington, VT 05403
802-879-1881
jason@emgvt.com
After initiating your transfer, please notify: Kelli Shonter at kelli.sbcvt@sailbeyondcancer.org and provide the following information:
• Date of gift
• Donor name(s) and address
• Name of security and number of shares
