To make the process of giving by shares as simple and seamless as possible for our supporters, we employ Stifel, Nicolaus & Company to handle donations of shares on our behalf.
Our contact, based in Dallas, TX is:
My name is Jack Bronstad, and I am a Senior Vice-President/Investments at Stifel, Nicolaus & Company, Incorporated, a financial services firm that has served the needs of investors since 1890. Over the last few years, Stifel Nicolaus has grown to become the 7th largest brokerage firm in the country in terms of number of financial advisors, with a highly respected investment banking division and one of the largest research groups. The firm maintains a commitment to putting its clients’ needs first, and I am proud to be a part of that.
I have been in the investment business since 1977 and have handled numerous donations, both large and small, through the omnibus account at the American Fund for Charities as well as through individual 501(c)3 accounts for various universities and institutions throughout the United Kingdom.
I exercise the utmost discretion in dealing with potential donors; and it is my desire to make the donation experience as simple, seamless, flexible and timely as possible. I am happy to speak to potential donors and have done so on most occasions. On some occasions, I may speak only with the representative of the receiving institution and the donor’s broker.
If you would like further information regarding Stifel Nicolaus, or if you have any questions, please give me a call at (214) 706-9450 or (800) 595-4650 in the United States. You may also find more information on our web site at www.stifel.com. Thank you for your consideration.