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How to Make a Gift of Appreciated Securities

Gifts of Stock Held by Your Broker or Bank
Instruct your broker or bank to transfer your stock gift to our Charles Schwab account # 3024-7509, DTC 0164, code 40.

Also, please contact the Stock Gift Coordinator at or 1-800-584-6460 with your name, the name of the company, and the number of shares you are donating so that we may initiate the transfer and acknowledgement of your gift.

Publication of this account number is not an endorsement of Charles Schwab or of its products and services.

Gifts of Stock or Bonds Held by You
If you hold stock certificates or bonds, please contact us so that we may provide you with specific instructions for making your gift.

Stock Gift Coordinator
50 California Street, Ste. 500

San Francisco, CA  94111
Phone: 1-800-584-6460

This is to ensure the security of the certificate as it moves through the mail.

Mutual Fund Shares
In order to transfer shares of mutual funds and retain the tax advantages of giving appreciated securities, Earthjustice is happy to open an account with the mutual fund company that you would like to donate shares from. We have a number of accounts already open, and some companies have a special form for transferring shares to a non-profit organization. To donate shares of a mutual fund, please contact the Stock Gift Coordinator at or 1-800-584-6460.

This information is for informational purposes only. Earthjustice is not in a position to offer financial advice. We recommend reviewing any gift plan with your personal advisors.