How to Give Non-cash Assets

Making a contribution of non-cash assets is a great way to support young people experiencing foster care while maximizing your tax benefits!

Options include donating:

  • Publicly traded stock
  • Grants from your Donor Advised Fund (DAF)
  • Qualified Charitable Distributions (QCD) through your IRA (for those 70½ and older)

 

If you would like to make a gift of stock through your broker, please contact stock@treehouseforkids.org. We appreciate you taking this extra step since we want to make sure we correctly process and acknowledge your gift.

We’ll need the following information

  • Your name
  • Name of stock and approximate number of shares
  • Estimated date of transfer
  • Your broker’s name, company and telephone number

 

Please provide the following information to your broker:

  • Broker: Charles Schwab
  • Account Name: Treehouse
  • DTC Number: 0164, Code 40
  • Brokerage Number: 4468-9057
  • Brokerage Services: 800-515-2157
  • Broker Address: P.O. Box 982603, El Paso, TX 79998-2603
  • Federal Tax ID# 91-1425676