Thank you for Gifting Schwab 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 1 and 6. At the head of the form, contribute TO: Charitable Gift Account Number should be PVSF Charitable Gift Account #1148-0336.
- When the CCGA form is complete, please send to:Schwab Fund for Charitable Giving
101 Montgomery Street
San Francisco, CA 94104
Phone: (800) 746-6216OR you may FAX the form to the Schwab Fund for Charitable Giving at (415) 989-1047.
For assistance please contact firstname.lastname@example.org