The Community Foundation is pleased to be of assistance in carrying out your charitable goals through a gift of publicly traded stock. To ensure that your gift is promptly and properly administered, please contact us prior to transferring the shares to let us know the stock name and number of shares to be transferred. You may provide this information to your regular staff contact or to any member of our Finance Department by calling 920-830-1290.
Please provide the following information to your broker so that he or she may direct your thoughtful gift to the Community Foundation’s account at Charles Schwab & Co.:
Account Name: Community Foundation for the Fox Valley Region, Inc.
Account Number: 4033-7502
DTC Number: 0164
Foundation Tax ID Number: 39-1548450
It is the Community Foundation’s policy to sell all shares upon receipt. The sale proceeds will be allocated to the charitable fund(s) or purpose(s) that you specify, and a formal acknowledgement of your gift (indicating the value of your gift for federal tax purposes) will be mailed to you.
Thank you for your interest in using securities to support the charitable causes that have special meaning for you!