Making a Gift of Securities to OCF
You can donate most stock, bond, or mutual fund shares to your fund at Oregon Community Foundation (OCF) with the following brokerage information:
Brokerage: Charles Schwab & Co.
Account Name: Oregon Community Foundation
Account #: 8768-3741 DTC #: 0164
OCF’s Federal Tax ID #: 23-731 5673
In order to receive a donation letter for your tax records, please contact OCF prior to initiating your gift. Necessary details to provide to OCF include:
- Quantity and name of the donated securities
- Donor’s name
- Fund receiving the donation
For additional assistance, or to donate physical stock certificates or securities not held in a brokerage, please contact the Fund Services Department for special instructions.
Tel: (503) 227-6846
Fax: (503) 966-9007 [Attn: Dan Kempf]
To enable us to properly credit your gift and ensure prompt processing, please notify OCF prior to initiating your transfer.
For your convenience, we've included a sample transfer instruction letter below.
Stock Transfer Instruction Letter
Broker Name and Address:
Ref: (Brokerage Account Name and Number)
Dear Financial Advisor:
I, _______, would like to make a gift to Oregon Community Foundation for the _______ Fund. Please transfer the following stock from the above-referenced account to OCF’s account at Charles Schwab, account number: 8768-3741, DTC #: 0164.
Number of Shares: Security Name:
Please send this letter to your broker to execute the transfer. To enable us to properly credit your gift and ensure prompt processing, send a copy of this letter to OCF.
PLEASE EMAIL, FAX OR CALL:
The Oregon Community Foundation, Attn: Dan Kempf
1221 SW Yamhill Street, Suite 100, Portland, OR 97205
Email: firstname.lastname@example.org Tel: (503) 227-6846 Fax: (503) 966-9007