Stock Donations and IRA Distribution
To make appreciated securities and stock transfers simple, we are sharing below our account information for your financial advisor’s use. Some of our initiatives have restricted program gifts, so if this is an interest to you, please contact Danielle Coyne at firstname.lastname@example.org so you can discuss your intent.
Stock Donation Instructions
FPS maintains an account with Charles Schwab & Co., Inc. To ensure we are able to match your gift to you and send you a receipt, please email Danielle Coyne at email@example.com with the following information upon initiation of your stock transfer:
- Name of Stock Owner
- Name of Stock Transferred
- Number of Share Transferred
- Anticipated Date of Transfer
The following information is needed for your stock transfer:
Financial Institution: Charles Schwab & Co., Inc. DTC Number: 0164, Code 40 FFC: For Pete’s Sake Cancer Respite Foundation Account #: 6229-2377
For Pete’s Sake Cancer Respite Foundation qualifies as a charitable organization eligible to receive a Qualified Charitable Distribution (QCD). The QCD allows you to make a charitable donation via a direct transfer from your IRA. Making a QCD is as simple as contacting your investment advisor and instructing them to transfer your Required Minimum Distribution (RMD) directly to For Pete’s Sake Cancer Respite Foundation.