If you will be gifting publicly traded securities, please use Central Carolina Community Foundation’s account with Charles Schwab:
Account #: 2185-1011
DTC #: 0164
Central Carolina Community Foundation Federal Tax ID #: 57-0793960
It is critical that your broker or financial institution include the name of the donor or the receiving fund held by Central Carolina Community Foundation with the transfer instructions.
In order to ensure that securities are liquidated immediately and the proper fund at the Foundation receives credit, please contact Kevin Patten at the Foundation before a transaction has been initiated. He can be reached by phone at 803.978.7825 or email at [email protected].
NOTE: The Foundation wishes to acknowledge all gifts promptly and accurately. If you do not receive notification from the Foundation that your securities have been received within five business days, please call 803.978-7825 immediately.
Thank you for your assistance.