Skip to navigation

Gifts of Securities

Thank you for considering a gift of stock to Olivia's Gift. Giving appreciated securities instead of cash can cost you less. By donating securities you have held long term, you may be able to take a tax deduction for their full market value and avoid the capital gains tax. Consult your tax advisor.

Here are some guidelines to assist you in making a charitable contribution to Olivia's Gift by transferring stock into our brokerage account:

1. Send a brief letter of instruction to your broker. List the name of the stock and the number of shares to be given. Indicate the purpose of your donation (Olivia's Gift). Include the name, account number and DTC number of the brokerage firm used by Olivia's Gift as shown below:

Brokerage firm used by Olivia’s Gift:
Henrickson Nauta Wealth Advisors
Attn: Doug Henrickson
6290 Jupiter Ave, Suite B
Belmont, MI 49306
Telephone: 616 361 9308

For additional information, contact Doug Henrickson by

Account information:
DTC Number: 0226
Account number: TZV-114162
(Checks made payable to National Financial Services FBO Olivia’s Gift.)

2. Mail, fax or email a copy of your letter of instruction above to Olivia's Gift; this will serve as a donation letter for our records. It will also prompt us to inform our brokerage firm of a pending donation which helps to streamline the efforts of everyone involved.

Contact information:
Olivia's Gift
5040 Cascade Road
Grand Rapids, MI 49546
Phone number: 616.447.1980
Fax number: 616 458 4054
Olivia's Gift is a 501(c)(3) organization. Federal tax identification number is 20-3275984

Designed and created by DDM Marketing & Communications.