Resilient Roots
Instructions for Making a Gift of
Appreciated Stock
Thank you for your generous decision to support Resilient Roots through a gift of stock. Contributing appreciated securities is a highly tax-efficient way to maximize your impact.
To ensure your gift is processed smoothly, securely, and credited to you correctly, please share the following delivery instructions with your financial advisor or brokerage firm.
1. Electronic Transfer (DTC) Instructions
Please instruct your broker to transfer the shares electronically using the following clearing details:
Clearing Broker Name: Charles Schwab
DTC Number: 0164
Account Name: Resilient Roots
Account Number: [Insert your nonprofit's brokerage account number
2. Notify Us of Your Gift
When stock transfers occur electronically, brokerage firms don’t automatically pass along the donor's name or contact information to us. The transfer will appear in our account as an anonymous block of shares. To ensure you receive proper tax acknowledgment and that your gift is designated according to your wishes, please notify us before or soon after authorizing the transfer.
Please send an email to kristiekapp@resroots.org or call 508-375-7937 with the following information:
Donor Name: Your full name and mailing address
Name of Security: (e.g., Apple, Microsoft, mutual fund ticker symbol)
Number of Shares: Estimated quantity is fine
Expected Date of Transfer:
Contact Us for Information or Questions
If your broker requires further verification or has any technical questions regarding this transfer, they can contact us directly:
Contact Person: Kristie Kapp, Executive Dir.
Email: kristiekapp@resroots.org Phone: 508-375-7937
Disclaimer: Resilient Roots is a 501(c)(3) organization. This document is provided for informational purposes and should not be construed as financial or tax advice. Please consult your financial advisor or CPA to determine the specific tax benefits of your charitable contribution.