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Legacy Giving

Endowment

Wellspring’s Endowment ensures the long-term financial health and stability of Wellspring’s ability to be an on-going source of opportunity for children and families.  You can help secure the future of Wellspring Family Services by making a gift of cash or securities to Wellspring’s endowment.  For more information about giving to the Wellspring Endowment, please email Andrea Fullerton, Major Gifts Officer, or call 206.902.4227.

Gifts of Stock

Thank you for your interest in making a contribution of stock to Wellspring Family Services.  Your gift will make an impact in the lives of children and families facing the effects of homelessness and domestic violence by giving them the opportunity to reach their full potential.

How to make a gift of Stock

Step One: Contact Wellspring Family Services

Before you transfer stock, please email Andrea Fullerton, Major Gifts Officer, or call 206.902.4227 to let Wellspring staff know about your planned stock transfer. 

This information is essential to correctly process your gift. 

  • Your name
  • Name of stock and approximate number of shares
  • Estimated date of transfer
  • Your broker’s name, company and telephone number

Step Two: Deliver Stock Transfer Information to Your Broker

Forward the following information to your broker along with the appropriate quantity and identification of securities to be contributed:

Broker: KeyBank Capital Markets
Broker’s name: Michael Wallblom, (425) 709-4365
DTC# 0799 Account Name: Wellspring Family Services
KeyBank Capital Markets, Inc Account Number: 21002996

Step Three: Inform Wellspring that your stock transfer has been completed

Please inform Wellspring Family Services once you have completed your stock transfer so that we may promptly acknowledge your gift. Email Andrea Fullerton, Major Gifts Officer, or call 206.902.4227.

Planned Giving

A bequest is a meaningful way to provide for the future of Wellspring Family Services.  A beneficiary designation is a way to include Wellspring in your estate plans.  Please email Andrea Fullerton, Major Gifts Officer, or call 206.902.4227 to let Wellspring know your interest in planning your legacy gift. 

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