Making your gift of stocks, bonds, and mutual funds
Making a gift of appreciated stock, bonds, or mutual funds is easy with the help of your tax or financial professional.
As always, we recommend that you consult your tax or financial professional for advice before making charitable donations. The first step in making a gift of this type is to provide your broker with the following transfer information:
DTC code: XXXXX
Account number: XXXXXXXXX
Account name: Soldier’s Best Friend
Best Friends EIN: 27-4665797
Receiving institution: Schwab
*Schwab is a financial intermediary whose name might appear in any transactions.
When you make a gift to Soldier’s Best Friend by transferring stocks into our account, we do not receive any information that identifies you as the donor. To ensure that you receive a proper tax acknowledgment of your gift, please let us know.