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 firstname.lastname@example.org 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 email@example.com so that we may thank you for your gift and send you a proper stock donation letter.