gift of stocks process
If you hold stocks with a broker, you may transfer the securities electronically by instructing your broker to send the securities to our account at:
Smith Barney
1030 East Dry Creek Road
Englewood, CO 80112
Our DTC # is 0418
Account number: 293-40924-18-113
FBO: The Access Fund
Our representatives are Greg Kennedy and Bridget Lozano: 303-925-9615. You will need to send a letter to your broker with written instructions.
In order to facilitate the transfer and acknowledgment of your stock gift, please notify us of your name, the name of the stock and the number of shares being donated before you transfer the stocks. Of course, we will respect the wishes of donors who prefer not to have their name publicly disclosed.
You may notify us by contacting Steve Matous by phone at (303) 545-6772 x 101, or by e-mail at steve@accessfund.org.