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Gifts of Stock
Considering a gift of securities? Coordinate with your advisor and request current transfer instructions from our team.
/ Stocks, IRAs & Donor-Advised Funds
Stocks, IRAs & Donor-Advised Funds
Give Stock, Give From an IRA, or Recommend a Grant
Explore three ways to support Ele’s Place through the accounts and giving plans you already use.
Find the Path That Fits Your Plans.
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IRA Giving
Discuss a possible IRA gift with your advisor or custodian, then contact us for the organizational information you need.
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Donor-Advised Funds
Use your fund sponsor’s process to recommend a grant to Ele’s Place. Our team can help with organizational details.
Giving Through Your Accounts
Gifts of Stock
If you are considering a gift of securities, request current transfer instructions before your broker initiates the gift.
Your broker or advisor can explain the options for the holdings you are considering. Let our Development team know the donor name and intended designation so the gift can be identified.
Giving Through Your Accounts
IRA Giving
Ask your IRA custodian or advisor whether an IRA gift fits your circumstances.
Eligibility, distribution methods, and tax treatment depend on your situation. Request current organizational and delivery information from Ele’s Place before arranging the gift.
Giving Through Your Accounts
Recommend a Donor-Advised Fund Grant
If you give through a donor-advised fund, you can recommend a grant to Ele’s Place as your annual gift or whenever you choose to give.
Our Development team can provide the organizational details your sponsor needs and discuss any intended designation. Let us know how you would like your gift acknowledged.
A Conversation Makes the Next Step Clear.
Contact Development before initiating a transfer. We can provide current instructions and discuss how to identify and acknowledge your gift.
| Giving Path | Who You Coordinate With | Ask Ele’s Place For |
|---|---|---|
| Stock | Your broker or advisor | Current transfer and notification instructions |
| IRA | Your IRA custodian or advisor | Organizational and delivery information |
| Donor-Advised Fund | Your fund sponsor | Information to identify Ele’s Place and your grant |
Bring Your Questions.
Tell our team if you would like to discuss a tribute or another gift designation before completing your arrangements.
Your advisor, custodian, or fund sponsor can explain the requirements and tax treatment that apply to your circumstances.
Yes. A message to Development can help us connect the arriving gift with you and your intentions.
Request Current Gift Instructions.
Contact the Ele’s Place team in your community and ask to connect with Development. We’ll help you find the right next step.
Find an Ele’s Place Location
A Gift Can Take Many Forms.
Find a way to give that fits your life and what matters to you.