For Professional Advisors

As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

Please feel free to contact us directly for information or assistance on a confidential basis.

Contribute with Publicly Traded Stocks and Securities

Supporters of Webb Institute may prefer to make their donation through gifts of appreciated stock, bonds, real estate or mutual funds. Not only will donors help advance the mission of Webb Institute, they will:

• receive a charitable income tax deduction in the amount equal to the current market value of the appreciated property
• minimize or possibly eliminate liability for payment of capital gains tax
• make a difference in the lives of Webb students

For donating publicly traded stock and securities to Webb, please direct your broker to transfer the securities to Webb’s account with Fidelity. Contact the Development Office to let them know your intentions so your gift is recorded appropriately.