Donating Stocks, Bonds, and Funds
Engagement with the work and mission of Sozo International can occur through various channels, including financial gifts. And we want to provide an opportunity to give through appreciated securities. Among the many things these gifts can do for our organization, this type of donation allows you as the donor to take an income tax deduction as well as avoid capital gains taxes.
Transfer Instructions
First, fill out the form on this page to let us know your donation is inbound.
To transfer your securities, your broker will need the following information:
Account Number: Z09530506
Account Owner: Sozo International, Inc. (Tax ID# 20-0166014)
DTC Number: 0226
Broker: Fidelity Investments
PO Box 770001
Cincinnati, OH 45277-0036
800-972-2155