Making a Donation in the Form of a Stock Transfer

To make a donation in the form of a stock transfer, you can transfer the stock to our account (# 886248032, DTC [Depository Trust Corporation] # 0188) at TD Ameritrade so you can make an electronic transfer of the shares into our account directly. Pact's Tax ID is 94-3148096. Our broker can be reached directly at:

     TD Ameritrade
     200 Pringle Avenue, Suite 100
     Walnut Creek, CA 94956
     800-934-4448
     Investment consultant: Jay Woo
     Telephone above, option 8, Ext 81349
     Fax: 925-944-9797

As you know, it is more advantageous for you to make your gift with highly appreciated stock rather than cash because you save the capital gains tax that a sale would precipitate, in addition to receiving your tax donation.

We will send you an acknowledgment for your tax records reflecting the charitable gift valuation and the mean value of your stock on the day of transfer, once we receive notification from the broker about the transfer. Gifts like these are crucial to Pact’s work, enabling us to continue offering core services to families of color touched by adoption. We are enormously grateful for your help.

Please let us know when you make your gift and we will inform you once the funds have been transferred to us.



return to top ^