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Stock Transfers with Astraea

A gift of appreciated stocks, bonds, or mutual fund shares to Astraea can provide critically needed financial support to lesbian-led, LGBTQI, and progressive organizations and reduce your tax liability! Your tax deduction is based on the full market value of the gift, and you avoid capital gains taxes.

Due to their leadership in Socially Responsible Investing, Astraea has selected Veris Wealth Partners as its financial adviser.

Veris Wealth Partners' wire address is:

Custodian: National Financial Services
Broker: Veris Wealth Partners
DTC#: 0226
Account Name: Astraea Foundation (Tax ID: 13-2992977)
Account Number: FIDELITY – OPR A/C# 673-358-770 (General Support)

If you have any questions about the transfer, please call our account manager, Steve Fahrer at (212) 349-4172.

Once the transfer has been initiated, please use the Stock Transfer Form below to let us know. Veris Wealth Partners is not always able to determine who is making the donation from the information they receive. This makes it difficult for us to track gifts and, ultimately, to thank you for your contribution.

If you have any questions regarding your gift, please contact Ana Conner, Development Officer, at aconner@astraeafoundation.org or (212) 529-8021 x814.

Thank you very much for your support.

Stock Transfers with Astraea
Please enter in this format: (XXX) YYY-ZZZZ x:AAA (extensions where applicable)

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