Please note that transfers of stock may take several days; be sure to plan ahead near the end of the calendar and/or Alpha Gamma Delta's fiscal year (May 31).
It's easy to make a gift:
- Visit with your financial consultant to confirm a gift of appreciated stock is a tax-smart decision for you.
- Contact Chris Fedor, Administrative Manager for the Foundation's account information, to inform her of your gift, including stock name(s), number of shares and anticipated date of transfer. It's important that we know of your stock gift as electronic transfers are identified by transaction numbers; the name of the donor is not always easily identifiable. The Foundation wants to ensure you receive the appropriate credit and recognition for your gift. Contact Chris with your information at firstname.lastname@example.org or 317.663.4242.
For questions, contact Chris Fedor, Administrative Manager at the Foundation, at email@example.com or 317.663.4242.