Let's Make A Change
Here are some ways you can donate:
Instructions to Transfer Stock, Mutual Funds or Exchange Traded Funds The Davis Direction Foundation gratefully accepts gifts of securities in the form of stocks, mutual funds or exchange traded funds. To make a security transfer, please follow the procedure listed below.
Instruct your broker to transfer the gift shares directly to The Davis Direction Foundation broker, Charles Schwab & Company.
The Schwab DTC# is 0164. The Davis Direction Foundation account number is 4835-7393. The name of the account is The Davis Direction Foundation.
At the time of transfer, it is very important that your broker provide the details of the transfer to Saverio (Sam) Paglioni, Partner, Integer Wealth Advisors Group, LLC, at (770) 974-2787 or by emailing Sam at email@example.com.
To insure that the security is properly accounted for, ALSO AT THE TIME OF TRANSFER, have your broker contact Michael or Missy Owen, firstname.lastname@example.org, regarding the stock transfer.
If you are interested in more advanced giving options such as remembering the Davis Direction Foundation in your Will, by making the Foundation the beneficiary of an insurance policy, or other advanced directions, please contact us at email@example.com.