Make a gift of stock to Heritage Action

The simplest way to make a gift of stock to Heritage Action for America is to contact your broker and electronically transfer the stock from your account to our account at SunTrust Bank.

Steps

  1. Call Heritage Action’s Development Office at 800-546-2843 and let us know that you would like to make a gift of stock.
  2. Provide your name, your phone number, the name of the stock you are giving and the number of shares (e.g. 20 shares of Microsoft)
  3. Call your broker with the information below and ask your broker to contact SunTrust Bank.

Information to provide to your broker

Name:  SunTrust Bank

Contacts: Bill Haugh, Client Manager (or) Ruth Mahoney, Account Manager

Address: 1445 New York Avenue, NW, Washington, DC 20005

Phone: 202-661-0741

Fax: 202-879-6409

Heritage Action Stock Account: 7934873

DTC Number: 2039

SunTrust Clearing

Vendor Sub-Account: 11188

Please include a note that the stock gift is for Heritage Action for America.