Gifts of Stock

Step One

Advise Harvest Home of your gift intentions by filling out the adjacent form.

Please contact your broker and request that the stock be electronically transferred to the Harvest Home account.

Provide the following information to your broker:

Financial Institution: Wells Fargo Advisors

Contact: Marc Ackerman, 11601 Wilshire Blvd. 17th Floor, Los Angeles CA 90025

Account Name: Harvest Home, Inc

Account Number: 6046-7830

DTC#: 0141 Harvest Home, Inc.

Harvest Home’s Tax ID: 95-4079490

If you encounter any difficulties, you may also contact Harvest Home’s Director of Operations at dleeflores@harvesthomela.org.

Name

First Name

Last Name

Phone Number

Broker Name

Contact Name

Contact Email Address

Contact Phone Number

Date of Submission

YYYY

Gift Restriction

Stock Source/ Company/ Corporation

Number of Shares

Estimated time before stock transfer