If you are a broker
Please have your broker contact RBC Wealth Management to make the transaction. You may need to provide a letter stating that you are gifting the stock to TreeHouse. Please notify TreeHouse as to the date of transfer, name of stock, number of shares, and how you would like the funds applied (General Operating, TreeHouse staff, or a TreeHouse location) so that your gift can be recorded and acknowledged appropriately.
If you are not using a broker
Please bring the signed certificate, along with a letter to TreeHouse, stating that you wish to gift the stock to TreeHouse. We will deliver the certificate to our broker and handle the transaction from there.
TreeHouse broker
RBC Wealth Management
www.rbcwealthmanagement.com
TreeHouse account number
#302-86667
TreeHouse DTC number
#0235
If you or your broker have any questions, please contact Bea Mulawarman at 952.238.1010 or email at bmulawarman@treehousehope.org.
Thank you for your gift!
Commitment to Our Donors:
TreeHouse promises to honor your generosity and use your donation in the most effective way possible. The giving opportunities stated here represent typical support needs of the TreeHouse program. All donations will be used in the support of the TreeHouse program.
Per IRS guidelines all contributions to TreeHouse are income tax deductible and made with the understanding that TreeHouse has complete discretion and control over the use of all donated funds.
