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Instructions for Donations of Stock

Below you will find two step instructions for contributing a gift of stock to Denver Rescue Mission. (Should you also require the details for donating mutual funds, please let us know.)

Step 1: Complete Transfer

  • If the shares are held at a securities firm or other brokerage account:
    • Instruct institution where securities are held to transfer the shares to Denver Rescue Mission's account at Salomon Smith Barney.
          Account # 293-25912-13-571
          DTC # 0418
      • (Electronic Transfer to SSB)
    • Instruct broker to enter your name, as well as any other information that will help us identify the donation as coming from you (such as your account number, phone number, address, and/or broker information), into the “Text Comment” field of the DTC screen.
    • Your institution may require a written Letter of Authorization. See sample below.
  • If certificates/shares are in your physical possession:
    • You must send us a Letter of Authorization.
    • The signature of the person(s) named on the certificate(s) must be either on the back of the certificate(s) or on a Stock Power Form. Should you require a Stock Power Form, contact DeAnn Acosta to have one mailed, faxed, or e-mailed to you.
    • Denver Rescue Mission's Smith Barney account number (#) should be written on the face of the certificate(s).
    • These above named items: Letter of Authorization, Certificate(s), and Stock Power Form (if applicable) should be sent by a tracked mail system (i.e. Federal Express or Registered Mail) to the following address:

      Smith Barney
      10303 E. Dry Creek Rd. Ste 400
      Englewood, CO 8011

    • If you have any questions you may call Greg Kennedy at Smith Barney at 303.925.9600.

Step 2: Notify Denver Rescue Mission of Transfer

In order for DRM to properly acknowledge your gift, you will need to contact DeAnn Acosta by mail, phone, e-mail, or fax to provide the Mission with the following:

  • Date of stock transfer
  • Number of shares
  • Name of stock
  • Correct spelling of your name
  • Your complete mailing address
  • EZ tax credit intentions

You can e-mail Ammanda at AOttaway@denrescue.org.

Sample Letter of Authorization

[Current Date]

To Whom It May Concern:

I am making a donation of the following securities to The Denver Rescue Mission. Please transfer them to account # at Smith Barney.

______ shares of ______ stock.

So that Denver Rescue Mission is able to identify these shares as my donation to their organization and thus acknowledge me for this gift, I ask that you please enter my name, account number, phone number, address, and/or broker information into the "Text Comment" field of the DTC screen.

Thank you for your attention to this matter. Please call me with any questions or problems.

Sincerely,
[Name of donor]
[Donor phone number]

 

Did you know that one of the most advantageous ways to contribute to Denver Rescue Mission is through a gift of stock?


Donate Home Page
Gift of Stock Page
Stock Donation Instructions
Sample Letter of Authorization


Check out our Annual Report from 2006!

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