Stock Transfer

A gift of appreciated, publicly-traded stock that the donor has owned for more than one year may provide better tax benefits than giving cash.  The charitable income tax deduction is equal to the fair market value of the stock and the donor avoids paying the capital gains tax on any increase in the current value over the original cost of the stock.  Please consult your financial or tax advisor.  

To make a gift of stock to Sheffield Place (Tax ID 43-1532267), please note the following information:

  • Brokerage House: Wells Fargo

  • Account Name: Sheffield Place

  • Account Number:  4370-7047

  • DTC Number: 0141

Please be complete the form found below and provide it to Wells Fargo. Please also inform Sheffield Place of the stock transfer so that the gift may be properly credited and acknowledged.  For more information, contact or 816.483.9927 x113