Transferring Gifts of Stock

Please notify the Foundation and Wells Fargo Advisors with specific information pertaining to your gift of stock so that we can properly allocate the gift to the accurate donor.

DTC 141
Account: 1085-0087
N/O Alta Bates Summit Foundation

Wells Fargo Advisors Contact information:

Susan Riddick
Ph: 800-450-8841
Fax: 510-251-8270
Email: susan.riddick@wfadvisors.com

Howard Tong
Ph: 800-450-8841
Fax: 510-251-8270
Email: howard.tong@wfadvisors.com

Office fax: 510-251-8270

Mailing Address:
Wells Fargo Advisors LLC
1999 Harrison St. Suite 2050
Oakland, CA 94612

The Foundation, identification number 51-0160184, qualifies as a federal tax-exempt non-profit corporation under the IRS section 501(c)(3). In accordance with regulations, we will provide you with a receipt of your gift. Gifts are tax-deductible as provided by law.

Please Note: If any goods or services are purchased such as event tickets, raffle tickets, or auction items your gift may not be fully tax deductible.