*Please note that when a stock donation is made, we cannot see any donor information through Sequoia, so we encourage you to email our CEO, Tasha, at tasha@realoptions.net so that we may thank you for your gift and send you a proper stock donation letter.
Please contact your financial firm and provide them with the following account details:
Broker Dealer: LPL Financial
Account Number: 6431-2494
Account Registration: REALOPTIONS (A NON-PROFIT ORGANIZATION)
DTC Number: 0075
If you run into any issues, please feel free to contact our Investment Management office, Sequoia Wealth Advisors, at (408) 645-2500, or email connect@sequoiawa.com and they will be happy to help with any questions you have.*
RealOptions receives funds from United Way through their “Designated Donations” program. If you contribute to the United Way through your work, ask your employer for a donor option card. RealOptions is account # 930412.