Gifts of Publicly Traded Securities

These are stocks and bonds that are (or will be) readily marketable. Shares will be sold as soon as received and receipted at the average of the high and low market value on the date the donor relinquishes control of the assets.

Please let us know in advance that you have initiated a transfer of securities to La Promesa Foundation to ensure efficient transmittal and proper acknowledgement of your gift for income tax purposes.

Instruct your broker to include your name in the delivery instructions so that we can give you the proper tax receipt and accurately identify your gift.

For electronic transfer of stock, instruct your broker to transfer your shares directly to La Promesa Foundation’s brokerage account to wire for Stock Donations:

RBC Wealth Management
550 W Texas Ave, Suite120, Midland, TX 79701
PH: (432) 413-3983

DTC Participant #0235

Account # 308-52962
Account Name: La Promesa Foundation
Reference: [Your Name Here]