Please contact us if you would like additional information or let us know if you have given to us in the past.
Planned Giving Manager
Stock Transfer Notification Form
If you plan to transfer a gift of stock to our organization, please fill out our notification form.
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to The Citizens Foundation, USA.
Valuation Methods for Donation of Stocks & Mutual Funds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to Give
By electronic transfer - Please fill out the form at this link and send the completed form to your broker/investment manager. Important for a donation receipt please submit details to TCF-USA at Gifts of Stocks and Bonds Form.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
Brokerage Account Details
DTC Routing Instructions
Broker: Charles Schwab
Account Number: 4352-1150
DTC Number: 0164, Code 40
Account Name: The Citizens Foundation, USA
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.