Donate Stock
Donating appreciated stocks is one of the easiest ways to increase the value and impact of your gift. According to Fidelity Charitable, you can give as much as 20% more than if you sold the stock and then made a cash donation by simply avoiding capital gains taxes. It’s an easy and straightforward process using the stock gift instructions below.
Step 1
Please provide the information below to your stockbroker so they can complete the stock transfer to Surgical Eye Expeditions (SEE) International.
Our broker:
Greg Prince
Mission Wealth
1111 Chapala Street, 3rd Floor
Santa Barbara, CA 93101
805-690-3850
Broker ID:
N/A
Our Account:
8236-5147 (Charles Schwab) reference
Surgical Eye Expeditions International
DTC Number:
0164, Code 40
Our Tax ID:
31-1682275. SEE International is a 501(c)3 nonprofit corporation.
Step 2
Notify SEE International of your gift by downloading, printing, and completing the form at the bottom of this page.
Stock donations transfer to SEE’s account with no accompanying donor information. In order for SEE to identify your gift and send a tax receipt please to provide SEE with the following details about your gift:
- Your name
- Your address
- Your phone number
- Number of shares donated
- Type of stock donated
Please notify SEE of your donation in one of the following ways:
Stock donations transfer to SEE’s account with no accompanying donor information. In order for SEE to identify your gift and send a tax receipt please to provide SEE with the following details about your gift:
- Fax the details to (805) 965-3564 to the attention of the Development Department
- E-Mail these details to development@seeintl.org
- Call the Development Department (805) 963-3303 to provide this information
