Effective October 1, 2021
Depending upon the type of security and the clearinghouse, DTC or ACATS transfer types can be used. Please provide this information to your financial institution and they will handle the mode of delivery.
If marketable securities such as common stocks, preferred stocks, ETFs or corporate / treasury bonds are in the custody of your financial institution and you wish to transfer them to CommunityGiving, this can be done via Depository Trust Company (DTC). Typically, securities submitted to DTC for transfer are delivered within 7 business days. To transfer such securities to CommunityGiving, provide the following information to your financial institution:
For all DTC-Eligible Securities:
Charles Schwab and Company, Inc.
DTC Clearing 0164, Code 40
For Deposit To: CommunityGiving Gift Account
Account #5197-4965
ACATS (Automated Customer Account Transfer Service) is done by the National Securities Clearing Corporation. Typically, securities submitted to ACATS for transfer are delivered within 7-10 business days. If marketable shares of mutual funds are in the custody of your financial institution, provide the following instructions:
For all ACATS-Eligible Securities:
Charles Schwab and Company, Inc.
Attn: Mutual Funds
101 Montgomery Street
San Francisco, CA 94104
For Deposit To: CommunityGiving Gift Account
Account #5197-4965
Complete the following form if you will be making a stock gift transfer to the community foundation. By completing this form, you are helping our staff ensure that you are given recognition and credit for your gift in a prompt and timely manner.
If you have any questions or for wire transfer banking instructions, email ewiener@communitygiving.org.