A Meaningful and Tax-Smart Way to Give
A gift of stock can help The Up Center provide critical services while offering potential tax benefits to you.
Wells Fargo Advisors handles the acceptance and sale of stock donated to The Up Center. Your broker will work directly with our representative at Wells Fargo to complete the transfer.
Before making a gift, please consult your financial or tax advisor to determine how a stock donation may affect your individual tax situation.
How to Donate Stock
1. Contact Your Broker
Tell your broker that you would like to donate stock to Child and Family Services of Eastern Virginia, doing business as The Up Center.
2. Provide the Transfer Information
Ask your broker to use the following information:
- Organization: Child and Family Services of Eastern Virginia, dba The Up Center
- DTC Clearing Number: 0141
- Account Name: Child and Family Services of Eastern Virginia, dba The Up Center
- Account Number: 5417000
- Reference: Donor’s full name
Including your name as the reference helps us identify and acknowledge your gift.
3. Complete the Stock Transfer
Your broker will send the stock and required information to Wells Fargo Advisors. Patty Sutton, The Up Center’s Wells Fargo representative, can assist your broker with the transfer.
4. Stock is Sold
After Wells Fargo receives the stock, The Up Center authorizes its sale. The resulting funds are then transferred to The Up Center to support our mission.
Contact Wells Fargo Advisors
Ready to begin your stock donation?
You or your broker may contact The Up Center’s Wells Fargo representative:
Patty Sutton
Senior Registered Client Associate, Vice President
The Carter Callahan Investment Group of Wells Fargo Advisors
208 Golden Oak Court, Suite 300
Virginia Beach, VA 23452
MAC H3876-030
Phone: 757-431-6349
Toll-Free: 800-446-8096
Fax: 757-498-9382
Email: patty.sutton@wfadvisors.com
Please Let Us Know About Your Gift
Stock transfers do not always include enough information for The Up Center to identify the donor. After beginning your transfer, please notify our Development team so we can properly acknowledge your gift.
Frequently Asked Questions
For charitable-gift purposes, a stock donation is generally completed when the stock is transferred to The Up Center’s account. The Up Center records the gift when the proceeds from the sale are received.
Because tax circumstances vary, please consult your tax advisor about the date and value you should use when reporting your donation.
Yes. The Up Center will provide a written acknowledgment after we identify and process your gift. The acknowledgment will describe the stock received but will not assign a dollar value for tax purposes.
Yes. You may request that your gift support a specific program or area of work. You may also make an unrestricted gift, which allows The Up Center to use the funds where they are needed most.
Please contact The Up Center before completing a restricted stock gift so we can confirm that we can honor your request.
Stock gifts must be completed through your broker and Wells Fargo Advisors. The information on this page will help your broker begin the transfer. DAF payments may be submitted online here.
Yes. The Up Center cannot provide legal, tax, or financial advice. Please speak with your financial or tax advisor to determine whether donating stock is right for you.
Your Investment Can Strengthen Our Community
Your gift helps children, families, and individuals access support during some of life’s most challenging moments.
Have questions? Contact our Development team at development@theupcenter.org.
