GIFTING STOCKS, BONDS & SECURITIES
FREQUENTLY ASKED QUESTIONS
CAN I TRANSFER MY STOCK ELECTRONICALLY?
Yes, if your stock is held in brokerage account, you can transfer your gift electronically.
Please provide your broker with the following information:
DTC #: 0164
Account Name: Crossroads Fund
Account #: 4910-0663
Brokerage: Schwab Institutional, Orlando Team 10
DO I NEED TO NOTIFY CROSSROADS FUND ABOUT MY STOCK TRANSFER?
Yes, when your stock is transferred to our account, we do not receive any information that identifies you as the donor. Please not y us at firstname.lastname@example.org or (773) 227-7676 when you transfer stock and provide the following information:
- Name of the stock
- Number of shares
- Your name and address
WHAT IS CROSSROADS FUND’S TAX IDENTIFICATION NUMBER?
Our tax id number is 36-3092907.
I HAVE OTHER QUESTIONS. WHO DO I CONTACT?
WOULD YOU LIKE INFORMATION ABOUT FINANCIALLY RESPONSIBLE INVESTING?