Guidelines for Giving Stock
The most direct way for you to contribute stock to The Asia Foundation is through an electronic transfer (DTC) from your brokerage account to the Foundation’s primary account at Charles Schwab & Co, Inc.
To initiate a stock gift, please send a brief letter of instruction outlining i) the number of shares, ii) the name of the stock, and iii) which brokerage the transfer will come from to: [email protected].
Please note: stock transferred electronically arrives without information on the sender, therefore, without notice from you, we cannot give you credit or properly acknowledge your gift.
Your broker will need the following information on our account:
For the benefit of:
The Asia Foundation
Charles Schwab account #1470-5181
Charles Schwab DTC #0164
Gift Valuation – Remember that if you sell stock yourself, you will not receive tax benefit from the appreciated value of your securities.
If you hold your stock in certificate form, you can either make your gift through the mail or in person. You will need to provide the following:
1. A brief letter of instruction providing the name of the stock and number of shares that you wish to give to the Foundation.
2. A signed stock power for each certificate that you wish to give. Your broker can provide you with a stock power or you can request one from The Asia Foundation’s Resource Development unit at (415)743-3366 or [email protected]. You only need to sign your name on the stock power. Please leave the rest blank.
3. The unsigned stock certificate(s).
Please note that a signed stock certificate is legal tender. Therefore, if you mail the stock certificate, we strongly recommend that you mail the certificate and the stock power in separate envelopes and that you send the stock certificate via registered mail.
Mailing and In-Person Delivery Address:
The Asia Foundation
465 California Street, 9th Floor
San Francisco, CA 94104-1804
Additional information that may be helpful to you and your financial advisor:
Letter Confirming Tax Exempt Status in section 501(c)(3) of the Internal Revenue Code is dated November 30, 1970.
Questions? Contact The Asia Foundation’s Director, Resource Development, Erica Kesel at: (415)743-3366 or [email protected].