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:
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
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.
2423 E. Lincoln Dr.
Phoenix, AZ 85016