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Leave a Legacy

Donate Your Securities and Stock Gifts to Experience Matters

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If your shares are held at your brokerage, financial institution or department trust:

Please notify your broker or financial institution of the name and quantity of shares you wish to donate. (In addition, to following the firm’s specific instructions, you may need to provide the firm with these details.):

Please Include:

  • Our name
  • Tax ID#
  • Fidelity account number listed below
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Your shares will be electronically transferred to Experience Matters’ account:

Experience Matters Consortium, Inc.
360 East Coronado Rd. Ste 170, Phoenix AZ 85004
Tax ID# 45-3788542
Fidelity A/C# Z40043469

Please include your account registration information, including the type of account we have

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Brokerage A/C for Nonprofit Organization

  • Also include Fidelity’s Depository Trust Company (DTC) number, which is 0226.
  • Lastly, please include, their name and address:

Fidelity Investments
Attn: TOA Receives
PO Box 770001
Cincinnati, OH 45277-0036

When you donate your stock shares to Experience Matters, you will:

  • Help Experience Matters connect the skills and talents of individuals, age 50+, with social benefit organizations to enhance their capacity to solve community problems!
  • Help deliver positive community outcomes

Please notify Experience Matters of your gift so we may properly acknowledge your contribution! Thank you!

Experience Matters Inc.
360 East Coronado Road, Suite 170
Phoenix, Arizona 85004
602-812-3939 or mgulick@experiencemattersaz.org

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Address

360 East Coronado Road , Suite 170
Phoenix, AZ 85004
1 block north of McDowell Rd., 100 yards West of 7th St.

Call Us

(602) 812-3939