Stock
Make a gift of stock
Simply Smiles, Inc has a brokerage account with Wilmington Advisors @ M&T, powered by LPL Financial. Please provide your broker with the following information to make a transfer of stock to Simply Smiles:
Brokerage Account Name: Wilmington Advisors @ M&T Bank
Account Holder Name: Simply Smiles, Inc.
Account #5579-6248
DTC #0075
Account Executive: MT/PUB Direct Brokerage Service Team: (844) 843-1429
Notification of Your Gift
To ensure we can identify and acknowledge your contribution, please notify us when you initiate a stock transfer.
Because brokerage houses frequently omit donor identity during the transfer process, your notification allows us to properly attribute the contribution and issue your formal tax-deductible receipt.
Please provide the following details to contributions@simplysmiles.org:
The name of the security/stock being transferred
The number of shares
The anticipated date of the transfer.
Once received, Simply Smiles will provide you with a receipt for your contribution, which you can use for tax purposes.
Questions? Email contributions@simplysmiles.org or call 203-810-4041
Simply Smiles is a 501(c)(3) organization and your contribution is tax-deductible as allowed by law.