How to Donate Stock
Here are step-by-step instructions to help you take advantage of this gift planning opportunity:
Give your broker the following information to transfer a gift of stock to the Sonoma Ecology Center:
- The Sonoma Ecology Center’s brokerage account is with Charles Schwab Co. Inc. DTC Clearing Number: 0164, Code 40.
- The Sonoma Ecology Center’s account number is 5655-2785.
Before the gift is made, please notify Tiffany Wing, Development Director, at (707) 363-0010 or firstname.lastname@example.org with the name of the stock and the number of shares being transferred. This ensures the gift is properly credited and acknowledged.
When Sonoma Ecology Center receives a stock gift, our policy is to sell the stock as near as possible to the date of the gift.
Thank you for your support of Sonoma Ecology Center!