HOW TO GIVE GIFTS OF SECURITIES TO PRIORITY ONE
You can help Priority One Foundation simply by making a phone call to your broker and arranging to donate one or more shares of appreciated stock. It's this easy: Just call your broker to begin the process. Or, if you hold the stock certificates yourself, the transfer can be made directly through our broker. Simply contact Priority One's Senior Client Associate: Donna Zaprala with CitiGroup Phone: (610) 431-6777.
Or if you prefer, you can use one of these options:
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Direct Transfer. If you are in possession of the certificates you wish to transfer to Priority One, the process can be completed quickly and easily directly through Priority One and Donna Zaprala. Start by contacting Donna Zaprala at CitiGroup and she can arrange the transfer.
2) Broker to Broker Transfer. If your broker holds your stock certificates, he or she can work with Priority One's broker to facilitate the transfer. Your broker will need a letter from you stating your intention to donate stock to Priority One.
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3) Partial Transfer. If you wish to transfer only part of a securities certificate to Priority One and retain the remaining shares, contact Donna Zaprala.
4) Transfer Electronically. To transfer stocks or bonds to Priority One electronically, use DTC#0418, Citigroup; f/a/o Priority One Foundation, Account # 31L-02482.
Using any method, your gift will be put to work immediately helping men and their families through the year-round ministry of Priority One Foundation. By donating stock, you will avoid capital gains tax and receive a charitable gift deduction on your Federal Income tax. Your gift of stock will not only provide a tax benefit to you, but will be deeply appreciated by all those who are a part of Priority One.
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