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William Temple House accepts gifts of stock.
The agency’s policy is to sell gifts of
stock and to use the proceeds from the stock sale as designated
by the donor.
The preferred method of transferring the gift to William
Temple House is
electronic transfer of the stock to the William Temple
House’s account at
Raymond James Inc./McGee Financial Strategies Inc.:
McGee Financial Strategies, Inc.
Broker: Raymond James & Associates
12455 SW 68th Avenue
Portland, OR 97223
503.597.2222
DTC #: 0725
A/C #: 79704148
Account Name: William Temple House
Please notify William Temple House when making a gift of stock so that we verify receipt of your gift. Call (503.226.3021 ext. 209) or email Diane Gonthier, director of development, for more information about making a contribution of stock.
Click here to download a stock transfer instruction sheet to share with your broker. |