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    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: 800-937-3271
    Email: susan.riddick@wfadvisors.com

    John Torpey
    Ph: 800-937-3271
    Email: john.torpey@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.
















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