Make a gift of stock or real property
William Temple House accepts gifts of stock and other real property. The agency’s policy is to sell gifts of stock and real property and to use the proceeds from the sale as designated by the donor.
The preferred method of transferring stock to William Temple House is electronic transfer to William Temple House’s account at Raymond James Inc./McGee Financial Strategies Inc. Please share these transfer instructions with your broker or advisor. Click here to download a copy.
McGee Financial Strategies Inc.
Broker: Raymond James & Associates
12455 SW 68th Avenue
Portland, OR 97223
503.597.2222
DTC #: 0725
A/C #: 79704148
Account Name: William Temple House
It is also important that you notify William Temple House of the gift of stock so that we may verify its arrival.
For more information about making a gift of stock or other real property, please contact:
Diane Gonthier
Director of Development
William Temple House
2023 NW Hoyt Street
Portland, OR 97209
503.226.3021 ext. 209
dgonthier@williamtemple.org
Donor Privacy Policy
William Temple House deeply values the contributions that our donors make to sustain our mission. To protect the privacy of our donors William Temple House has adopted a Donor Privacy Policy. Click here to read the policy.
