Thank you for Gifting Securities
Please complete the following steps to complete the process:
- Complete the Financial Institution Notification Form and send it to your account representative. Request that your broker transfer stock to the PVSF Charitable Gift Account #1148-0336.
- Complete the Schwab Contribute to a Charitable Gift Account (CCGA) Form Sections 4 and 6. Note that, contrary to the directions on the form, you do not need to complete Section 5 of the form; requesting that Schwab initiate the stock transfer from another institution will lengthen the process considerably. At the head of the form, and in Section 4, transfer TO: Charitable Gift Account Number should be PVSF Charitable Gift Account #1148-0336.
- When the CCGA form is complete, if you send by US mail, send to:Schwab Fund for Charitable Giving
101 Montgomery Street
San Francisco, CA 94104Phone: (800) 746-6216OR you may FAX the form to the Schwab Fund for Charitable Giving at 877-535-3852.
For assistance please contact email@example.com