GIFTS OF SECURITIES AND/OR STOCKS
Many choose to make gifts of appreciated securities to Camp Onaway. This may be accomplished simply through our securities partner, Ameriprise Financial Services. Once you have authorized the transfer, please call the Onaway office at 610-525-0676 or email us at bbeckman@camponaway.org, so we can track your gift and make sure it is properly credited in a timely fashion.
Onaway Camp Trust’s brokerage information is:
Hickory Pointe Financial Group
A private wealth advisory practice of Ameriprise Financial Services, LLC
Alan T. Barlow, APMA®, CRPC®
Private Wealth Advisor | Chief Executive Officer
alan.t.barlow@ampf.com
Ameriprise Financial Services, LLC
2250 Hickory Road
Suite 110
Plymouth Meeting, PA 19462
When making a securities/stock gift, please contact:
Michael Fiazzo, APMA®
Financial Advisor | Investment Specialist
Michael.Fiazzo@ampf.com
610.828.1786
Transfer via DTC# 0756
for further credit to Ameriprise acct # 8957-6734, Onaway Camp Trust
NEXT STEPS: Thank you! Please let us know when you donate stock, as the transfer does not give us your name. And indicate if your gift is for the Onaway Fund (Annual Giving) or a different fund. We want to acknowledge your gift and send you proper tax documentation.
For questions please contact Director of Advancement, Meredith Funston.