Donations of appreciated securities may allow you to avoid tax liability while receiving a deduction for your charitable contribution.
Transfer Stock to Our Account at Charles Schwab
Gifts of stock can be transferred to:
Charles Schwab & Co., Inc.
DTC: 0164
The Education Fund’s account number is 9110-6517 and tax identification number is 94-1592822.
Send Us a Letter Indicating Your Gift
To ensure that your stock gift is both properly acknowledged and attributed, please call, send a letter or email Kimberly Wicoff with the company name and number of shares and any restricted designation, should you wish one.
Kimberly Wicoff
Executive Director
San Francisco Education Fund
2730 Bryant Street, Second Floor
San Francisco, CA 94110
Telephone: 415.695.5400 x3010
Fax: 415.695.5401
Email: [email protected]
Upon receipt of your stock and your notification, we will send an acknowledgement letter to you, documenting the date of the transfer and a description of the shares of stock given.