Making a donation of stock can have significant tax advantages. Check with your financial advisor or tax planner to see if this is the case for you. To make a gift of stock, provide your broker with the transfer instructions below. Then send an email to Michael Dummer or call 713-354-4496 with the stock name and number of shares you are transferring. An acknowledgement letter will be mailed to use for tax purposes.
Transfer Instructions to give to your broker/advisor:
Broker/Dealer Name: First Clearing
DTC Number: 0141
Account Number: 5277-8039
Chapelwood Taxpayer ID: 74-1168922
Our Advisor: Joyce Wealth Management, LLC: (713) 714-8512
