Gifts of Stocks are Easy
- Contact your stockbroker. Your stockbroker can make a direct electronic transfer of your stock certificates to the account of SMS’s Brokerage Account with the following information:
Cetera Investment Services
906 Blue Lakes Blvd N
Twin Falls Idaho 83301
Attn: Joshua Rose
Account Registration: Syringa Brokerage Account
For more information on how to donate stock or other investment securities, contact Joshua Rose at joshua.rose@ceterais.com or (208) 933-2200.