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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:

  1. The Sonoma Ecology Center’s brokerage account is with Charles Schwab Co. Inc. DTC Clearing Number: 0164, Code 40.
  2. 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 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!