Donate Stock or Other Traded Securities

Making GIFTS OF STOCK AND OTHER TRADED SECURITIES

We encourage donors to make gifts of stock or securities. These gifts may provide the donor with significant tax advantages. It is View’s policy to liquidate gifts of stock or securities immediately upon receipt. 

Making a gift of securities is very simple.  The donor or the donor’s financial advisor should call:

Hollie Majka
Client Services Manager
Adirondack Financial Services
(315) 624-2614

The donor or the donor’s advisor should clearly state that she or he wishes to make a gift of securities to View.

Ms. Majka will complete the securities transfer. The securities will be sold immediately and the proceeds transferred to View