Assets to give

Friends Fiduciary provides several support services to assist you in making gifts to benefit Friends meetings and organizations. These include:

  • Brokerage services for stock gifts that enable you to gift publicly traded securities to a Friends Meeting or Organization. Using Friends Fiduciary services eliminates the need for the meeting or organization to set up a brokerage account for the sole purpose of receiving your gift. Review Friends Fiduciary stock gift fee schedule and instuructions.
  • Assistance if you wish to contribute gifts of real estate or other tangible assets to Friends meetings or organizations.

Friends Fiduciary‘s Planned Giving brochure describes planned gifts and how you can help build a secure financial future for Friends meetings and organizations. The brochure is below in the resources section of this page. Please contact Jeff Perkins at 215-241-7272 for more information on any of these resources.

Resources

Stock Gifts & Transfer Instructions