Thank you for considering a stock or equity donation to the Rescue Mission of Salt Lake. Donating sock or equities is a great way to support the Rescue Mission and help end homelessness in the state of Utah. As you may know, the Rescue Mission is completely privately funded and dependent on individuals, business, and churches to partner with us. That partnership provides resources so we can meet basic needs like food, shelter, and clothing while providing our homeless friends with a pathway off the streets and into sobriety, employment, and housing.
Donating stocks can also provide important tax and financial advantages. Please consult your tax professional for details.
Donating stocks or equities is an easy process. The Rescue Mission has a partnership with Cambria Capital who handles the transfer and sale of these items. Here’s how it works:
Step 1: Transfer Information – Stock Donations to Rescue Mission of Salt Lake
Provide your broker or financial adviser with the following information:
- Rescue Mission of Salt Lake Broker: Cambria Capital, LLC
- Clearing Firm: COR Clearing
- Financial Consultant: Joel Vanderhoof
- Account Name: Rescue Mission of Salt Lake
- Account Number: 6007-5779
- Contact Phone Number: 801-320-9609
- Email: email@example.com
- DTC #: 0052
- DTC Text Box: Your Name and contact info
Step 2) Notify Rescue Mission of Salt Lake
To confirm the proper crediting of your stock donation, please contact us or have your broker contact us to notify us of the transfer. Please send the gift information below to Eileen Crist, Rescue Mission of Salt Lake’s Financial Controller; Eileen@RescueSaltLake.org. If you have any questions, please contact Eileen Crist or Chris Croswhite at 801.746.1006.
Please provide the following information:
- Date of stock transfer
- Number of shares
- Name of stock
- Correct spelling of your name
- Your complete mailing address