How to donate securities to the Community Loan Fund
It is frequently advantageous to make your donation in the form of appreciated securities. In most cases, the full market value of the securities is deductible, while capital gains taxes are eliminated.
Please notify the Community Loan Fund before making any stock transfer, so we can be sure to track your gift and properly credit and acknowledge it. It is helpful if you provide the number of shares and the stock's ticker symbol when contacting us. Contact Sally Hatch, Director of Investor Relations, at (603) 856-0716.
All stock gifts to the Community Loan Fund are donated via Wells Fargo Advisors, LLC. To make a gift of stock, please request that your brokerage firm deliver the securities via wire transfer as follows:
First Vice President -- Investments
Wells Fargo Advisors, LLC
Client Account Name: NH Community Loan Fund
Client Account Number: 4755-9485
1 New Hampshire Ave., Suite 100
Pease International Tradeport
Portsmouth, NH 03801
Phone: (800) 422-1030
Fax: (603) 433-1625
Contact Faith Harrington by faith [dot] harrington [at] wfadvisors [dot] com (email).
If you wish to make a gift of physical stock certificates, please contact Sally Hatch for additional guidelines.