Giving a Gift of Securities

Charitable gifts of stock or mutual fund shares are a great way to support workers and at the same time receive a year-end tax break.  Contact IWJ Deputy Director, Aina Gutierrez, at 773-728-8400 x. 11 to let us know that you plan to make a stock gift. Once we verify receipt of the securities, we will send you a thank-you letter for preparing your taxes.

There are two ways to transfer shares to IWJ:

Broker or Bank

Instruct your bank or brokerage firm to deliver the stock free to: Charles Schwab, DTC Clearing 0164, Code 40. All deliveries must include client name (Interfaith Worker Justice) and Schwab account number: 7084-4728

Click here for sample endorsement letters.

Donor Arranged

If the stock certificate is in your physical possession:

  • Endorse the shares by signing the back of the certificate.
  • Where it says "constitute and appoint" on your certificate, fill in the name: Charles Schwab & Company
  • Prepare a notarized letter to relinquish. Click here for sample letters.
  • Deliver or mail stock certificates and notarized letter to:
    Charles Schwab & Company, Inc.
    Attn: Cashiering
    2423 E. Lincoln Dr.
    Phoenix, AZ 85016

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