Gifts of Securities

A gift of securities to South Africa Partners is a great way to support equitable access to healthcare and education– and it can also give you the added benefit of avoiding capital gains taxes while claiming a deduction (subject to IRS deduction limits).

Transferring stock electronically is the easiest and quickest way to process your gift. Please provide your broker with the following information:

Brokerage Firm: Charles Schwab

DTC Number: 0164

Account Number: 4122 2498

Tax ID: 04-3396641

Please note that your name does not typically accompany the transfer of shares. So that we can properly acknowledge your donation, please contact our Development Associate, Rebecca Leclerc, at rleclerc@sapartners.org or at 617.443.1072, to let us know the type of securities and number of shares you plan to give.