Stock Transfer

Donating appreciated stock or mutual funds is an impactful way to support WABE’s mission while also receiving certain tax benefits. Please consult your tax professional for information about your eligibility for tax benefits. 

Please work with your broker to make your transfer. You can arrange electronic delivery using the following information:

Bank Name: SEI Private Trust Company

Account Name: AETC, Inc

Account Number: 146-3173

DTC Number: 2663

After you transfer your stock or mutual funds, we will sell the stock from our account and provide you a letter for tax purposes.

In order to ensure that all stock and mutual funds gifts are properly credited for tax and membership purposes, please contact us when you are preparing to make a transfer and provide us with your preferred contact information.

For assistance—or to notify us of an incoming transfer—please contact us at cornerstone@wabe.org 

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View Details on IRA Charitable Gifts

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