You can donate appreciated stock to RealOptions.

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.* 

*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, Valerie, at valerie@realoptions.net so that we may thank you for your gift and send you a proper stock donation letter.

Turn your stocks into the gift of life!