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Stock, Bond, and Mutual Funds Contributions

If you make a gift of stock, bonds, mutual funds, or other securities, you can take a tax deduction for the average per share price of the securities on the date of transfer (rather than the price you paid for the securities), allowing you an even larger tax break if the securities have increased in value.

Please contact us for more information or to arrange a transfer.

Instructions for Stock Transfers

Receiving Firm Name and Address:
Charles Schwab & Co., Inc.
101 Montgomery Street
San Francisco, CA 94104
Tax ID 94-1737782
for benefit of Friends of the Saban Free Clinic Account number 7069-2783

For DTC-eligible securities*, deliver to:
DTC Clearing 0164, Code 40
for benefit of Friends of the Saban Free Clinic Account number 7069-2783

For physical delivery of securities:
Charles Schwab & Co., Inc.
Phoenix Operations
PO Box 52114
Phoenix, AZ 85072
for benefit of Friends of the Saban Free Clinic Account number 7069-2783

*DTC (Depository Trust Company) eligible securities are securities that are transferred by wire from one institution/brokerage firm to another through computer systems. The institution/brokerage firm will advise if the securities they hold are DTC eligible or not.

IMPORTANT:
Please notify the Clinic when you are making a stock donation by contacting the Development Department at 323-330-1670 or lpoulatian@sabancommunityclinic.org. Your financial institution maintains confidentiality, only informing us of the date, company and amount of stock donated. Please let us know that you have made a stock donation so that we can properly acknowledge your gift.

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Saban Community Clinic relies heavily on the support of our community to continue to give back to those in need. Learn how you can help support us in our efforts.