• Stock Transfer Instructions

    TRANSFER OF SECURITIES TO ARLINGTON COMMUNITY FOUNDATION
  • If you are making a donation of stock to the Arlington Community Foundation (ACF) through a broker, then your broker will need the following information to have the stock deposited into ACF’s account at Charles Schwab & Co. Inc.

    Company:            Charles Schwab & Co. Inc.

    Account:              Arlington Community Foundation

            1199-7009

            DTC Clearing 0164, Code 40

    To ensure your gift is properly credited, please complete the information below and submit this form to ACF.

     

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  • We will notify you as soon as the stock transfer is received in our account. Your charitable receipt for tax purposes will be sent after liquidation and receipt of the sale proceeds. 

    A copy of this information will be received by your broker to alert them to the forthcoming request, but that email will NOT replace your need to provide them with instruction directly. Contact us if you have any questions. We can be reached at (703) 243-4785 or info@arlcf.org. 

    Thank you for your generous support of the Arlington Community Foundation! 

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