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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.

Please use the Stock Transfer Form below to let us know you are making a transfer. 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, please contact Graham Bridgeman, Development Officer, at gbridgeman@astraeafoundation.org or (212) 529-8021 x814.

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.

Thank you very much for your support.

Stock Transfers with Astraea

Please enter in this format: (XXX) YYY-ZZZZ x:AAA (extensions where applicable)
    (Clear Date of Transfer * )

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