Stocks and Securities

Stocks & Securities

Donating stock is easy and can come with financial or tax advantages, as well as allow you to make a gift with a larger impact, at lower cost to you. Please consult your financial planner or tax advisor to learn how these advantages may apply to your circumstances.

Step 1:

Direct your broker to transfer the stock electronically to:
DTC #0226
Receiving DTC Brokerage Firm: Fidelity Investments
Account Name: Surprise Lake Camp
Account Number: Z49928500

Step 2:

Let us know so we can confirm the transfer and provide you with an appropriate donation receipt. Please notify us of your gift by contacting the SLC Development Office at   [email protected]  or 845-265-3616.

Please include:

  • Name of securities
  • Number of shares you are transferring
  • Brokerage house / accounting firm and contact name
  • Your name, phone number and e-mail address

Explore the Possibilities

We are always happy to answer any questions and help you consider your choices. Contact Development Office by email or call us at 845-265-3616.