A safe and easy to transfer securities electronically from your account to CVRM’s account.
1. Please notify CVRM
Notify us in advance of your stock transfers so that we can
instruct our broker to accept delivery of your gift and
acknowledge it properly for income tax purposes.
Coachella Valley Rescue Mission
Attn: Darla Burkett or Scott Wolf
P.O. Box 10660
Indio, CA 92202
2. Inform your broker
Let your broker know that you would like to make a stock gift
to the Coachella Valley Rescue Mission.
Provide your broker
with the following information:
Solis Wealth Management
78075 Main St. # 204
La Quinta, CA 92253
Attn: Tami Salzer
Taking the time to plan for your future can be a fulfilling experience that will pay dividends for many years to come. An effective long-range estate plan can enhance your peace of mind today, and allow you to leave a lasting legacy beyond what you thought possible. If you would like to consider CVRM in your Estate Plan, please contact Darla Burkett at firstname.lastname@example.org or Scott Wolf at email@example.com.