Electronic delivery of stock shares is a secure and expedient delivery process available and provides efficient internal control and cost savings. You may also transfer certificates directly. These donations are considered non-cash donations.

Please note, the donor’s broker will provide the donor with a tax receipt for the fair market value on the day of shares transferred. FIRC will send the donor an acknowledgment letter that describes the gift of stock, including the ticker, the number of shares and the date of the donation. The acknowledgment letter from FIRC cannot list the value of the stock since as a nonprofit, FIRC does not assign value to securities or gifts in-kind. 

To help you facilitate a gift of stock, please use the following instructions:

1. Provide FIRC a notification of donor intent. Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker should provide the following information to FIRC, for audit and acknowledgment purposes:
   • Donor’s name, complete address/contact information, number of securities transferred and date of transfer. Please send to Emily McPherson, EmilyM@summitfirc.org
2. FIRC’s broker can provide the donor and donor’s broker with the information to facilitate a transfer of stock. Please send an e-mail or call FIRC’s broker for transfer instructions: Bridget Hattingh, Financial Advisor, Edward Jones Investments, Phone: 970-455-8410, Email: bridget.hattingh@edwardjones.com

Organization: Family Intercultural Resource Center
Account #99213288
DTC # 0057
EIN: 84-1252900

Some stock donations do not provide donor information to FIRC, please email Emily McPherson at EmilyM@summitfirc.org to ensure your gift is acknowledged.