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) 274-7771 [Attn: Dan Kempf]
Mailing Address: Oregon Community Foundation, Attn: Dan Kempf
1221 SW Yamhill Street, Suite 100, Portland, OR 97205
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: