A year-end charitable gift from a donor advised fund or direct transfer of stock may be a good option for you, allowing you to make a significant impact on our mission at SPCA Tampa Bay!
Donor advised funds offer a convenient and tax-efficient method for donors to manage their charitable giving, allowing them to support their favorite nonprofit organization(s). Donors recommend grants from a DAF to IRS-qualified 501(c)(3) public charities.
SPCA Tampa Bay’s Federal Tax ID Number: 59-0715928
DAF gifts can be mailed to: SPCA Tampa Bay, 9099 130th Avenue North, Largo, FL 33773
By making a gift of publicly-traded securities to SPCA Tampa Bay, donors can maximize their giving and potentially save income and capital gains tax. Donors can transfer shares of one or more publicly-traded securities, such as stock, bonds, and mutual funds, to SPCA Tampa Bay.
Stock transfer instructions:
Brokerage Firm: Wells Fargo Bank, NA
Contact: SEI Private Trust Company, 610-676-7896, gwsusfreemovements@seic.com
DTCC Participant #: 2663
Name on Account: SPCA Tampa Bay
Federal Tax ID: #59-0715928
Account number information: For Further Credit to Sabal Trust FBO #0291007797
Wells Fargo does not automatically notify us when transfers are made. We want to be sure to acknowledge your support in an accurate and timely way. Once the transfer is made, please notify our Director of Philanthropy at (727) 581-3249 or jgross@spcatampabay.org.
If you have questions about DAF or stock giving, please contact a member of our SPCA Tampa Bay Philanthropy team at (727) 581-3249 or giftplanning@spcatampabay.org.
