Donating Stocks & Securities
Donating shares of stocks or bonds is a great way to support the incredible work of A4TE. Stock held at a brokerage account can be delivered electronically through the Depository Trust Company (DTC) program. Your broker will need this information, and will have you fill out certain forms to complete the transaction. This type of transfer can usually be done within 24 hours of the request being submitted to DTC.
If you don’t have a brokerage account, and wish to transfer paper stock certificates, please contact [email protected] for assistance. Also, if you’re interested in donating mutual funds to A4TE, please contact us for assistance, as that cannot be done through the DTC program.
Just follow the three easy steps below to make your gift to support justice and equity for transgender and nonbinary people nationwide.
Step 1 - Initiate the Stock Transfer
Contact your broker to transfer shares using the following information:
Account Name: National Center for Transgender Equality Action Fund (Name will change soon)
Brokerage: Charles Schwab
DTC Number: 0164 code 40
Account Number: 1964-4760
If you've held the securities for longer than one year, you can receive a tax deduction for the full fair market value of a gift of appreciated securities.
Account Name: National Center for Transgender Equality Action Fund (Name will change soon)
Brokerage: Charles Schwab
DTC Number: 0164 code 40
Account Number: 6419-5533
Step 2 – Notify A4TE
Send an email to let us know we should be expecting your gift. Contact Camille Williams-Ginsberg (she/her) at [email protected]
Step 3 - Send the Securities to A4TE
Ask your broker to initiate the transaction. A4TE will confirm receipt of the transfer and provide a donation acknowledgement for your tax records.
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