Donate Stock to Kenzi’s Causes
Make a lasting impact by donating stock to support Kenzi’s Causes. Your generosity helps us continue providing essential programs for children and families in need—and now, contributing from your investment portfolio is easier than ever.
Whether you’d like to donate appreciated stocks, mutual funds, or ETFs, we accept assets traded on U.S. stock exchanges via our SEI investment account. This is a great way to give in a tax-efficient way while supporting a cause close to your heart.
How to Donate Stock
Step 1: Confirm Eligibility
You can donate most publicly traded U.S. securities, including:
Stocks
Mutual funds
ETFs
If the asset is not already on the SEI platform, we can typically add it within 24 hours, as long as it trades on an American exchange. Private alternatives and complex instruments may not be eligible.
Transfer Instructions
For gifts of stock or funds, please work with your financial advisor or brokerage firm to initiate a wire transfer using the following instructions:
Wire Transfer Information
Bank Name: Wells Fargo Bank
ABA/Routing Number for Wires: 121000248
Account Number: 2020040010106
Account Name: SEI Private Trust Company
(If the full name is too long, “SEI” is acceptable)
For Further Credit To:
Name: Dolls for Daughters and Kenzi’s Kidz DBA Kenzi’s Causes
Account Number: 1566192
❗ Please note: SEI only accepts electronic deposits via wire transfer, not ACH.