Stock Donation

How To Donate Stock

Thank you for your interest in making a charitable donation to the Mt. Helix Park Foundation in the form of a stock transfer!

For stock held in brokerage accounts, your financial advisor can assist you in making a gift of stock via a direct transfer to the Mt. Helix Park Foundation account at RBC Wealth Management.

Please note the following:

• Account Name: Mt. Helix Park Foundation
• Account Number: 31376299
• Financial Advisor: Lawrence Andrews
• Telephone Number: (858) 550 – 5171
• DTC Number: 0235
• Reference: Please list your name (to ensure your gift is properly acknowledged).