Stock Transfer Instructions

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.
Name of the donor transferring stock: *

First Name Last Name
Donor's Address for Gift Receipt: *

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code
Donor's Preferred Phone Number for questions related to this transaction: *
Donor's Preferred Email for questions related to this transaction: *
example@example.com
Do you currently know which specific securities your broker will transfer to fulfill your request for a specific amount to be received by the Arlington Community Foundation? *

I do know the name of the stocks and the number of shares being transferred. I do NOT know the exact name of the stocks or number of shares being transferred.
Description of securities to be transferred:
Please include the name/symbol of each stock and the number of shares transferred
Approximate total value of the securities being transferred: *
Date transfer request submitted to broker: *

Month Day Year
Broker's Name *

First Name Last Name
Broker's Company Name *
Broker's Phone Number *
Broker's Email *
Your broker will receive a copy of this form, but will only be able to fulfill your request with contact from you.
Please credit this gift to the following fund: *

Arlington Community Foundation (General Support) Fund for Arlington (Community Grantmaking Fund) Community Scholarship Fund My Donor-Advised Fund
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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