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 firstname.lastname@example.org or at 617.443.1072, to let us know the type of securities and number of shares you plan to give.