Three Ways to Donate Stocks, Bonds, and Other Securities
Your donation of stocks, mutual funds, bonds, and other securities helps provide vital medical resources worldwide. Donating securities can also offer tax benefits by reducing capital gains taxes.
1. Broker Transfer
Instruct your broker to transfer to:
Brokerage Firm: Charles Schwab & Co., Inc.
Account Name: Direct Relief
Account Number: 8683-5767
DTC Clearing: 0164, Code 40
2. No Broker? No Problem.
If you don’t have a broker or hold the stock certificates, get in touch through the form below and a Direct Relief representative will guide you through the process.
Important Information:
This page provides general information about charitable gifts. Consult a tax professional for advice. The donation date is when the securities are deposited into Direct Relief’s account. For a tax receipt, please provide a valid email address. Direct Relief’s Employer Identification Number (EIN) for tax reporting is 95-1831116
3. Online Transfer
The Giving Block allows you to donate stocks, bonds, mutual funds, and other securities online via their form below. The Giving Block will issue you a receipt, sell the securities, and send the net proceeds from the donation to Direct Relief. Please see Giving Block’s privacy policy here.