Follow these steps to donate stock to a fund at the Foundation:
Step 1: Notify us. We ask that you email us at firstname.lastname@example.org of your intention to transfer a stock gift by providing the following information:
Donor Information – Name, Address, phone number
Broker name and firm
Description of stock – Company name and number of shares
This gift is securities for – Name of Fund or purpose of gift
Step 2: Transfer stock. Provide your broker with the following information:
Charles Schwab & Company, Inc.
101 Montgomery Street
San Francisco, CA 94104
Contact Phone – 800-515-2157
DTC # – 0164
Receiving Account – 2415-7171
Receiving Account Name – Austin Community Foundation
Austin Community Foundation Tax ID # – 74-1934031
Including your donor advised fund in your planned giving is an efficient and effective way to make a lasting impact. Austin Community Foundation can help you find a charitable plan that works for you today and benefits your favorite causes after your lifetime.