There are two ways to donate stock to Church of Saint Paul:
1. If the stock to be donated is held at an account with Charles Schwab, complete the Charitable Gift Transfer / Letter of Authorization to initiate the transaction. The required information includes:
Broker Name: Charles Schwab
Church of Saint Paul
Account #: 8604-5047
DTC #: Clearing 0164 Code 40
Follow the directions on the form to be submitted back through your Schwab Advisor:
Standard Mailing Address:
Charles Schwab & Co., Inc.
Orlando Operations Center
P.O. Box 628291
Orlando, FL 32862-8291
Overnight Mailing Address:
Charles Schwab & Co., Inc.
Orlando Operations Center
1958 Summit Park Dr, Suite 200
Orlando, FL 32810
2. If the stock to be donated is held a different brokerage, contact your brokerage and request a form titled/or similarly titled Charitable Gift Transfer/Letter of Authorization. On that form, you should list the following brokerage account information to receive the shares:
Account titled to: Church of Saint Paul
Account number: 8604-5047
The completed form should be faxed or mailed::
Fax to: 1-800-955-7561 Attn: Charles Schwab Orlando Operations Center
Mail to: Schwab Operations; P.O. Box 628291; Orlando, FL 32862
Emailing the form is not an option at this time. If questions for Schwab, call 800-435-4000
Questions? Contact the Church of Saint Paul at 763-757-6910 for assistance.
Please notify the COSP Business Administrator Joe Langfeld with stock donation to ensure proper account updating and year end acknowledgement. Stock can be donated confidentially without notification.