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Stock, ETF or Mutual Fund
Stock, ETF or Mutual Fund
Donating appreciated assets like stocks, exchange traded funds and/or mutual funds in-kind allows you to avoid paying taxes on the gain. Please consult with your tax advisor.
Receiving Firm Name: Charles Schwab & Co., Inc.
Receiving Firm DTC Number: 0164, Code 40
Receiving Firm Account Number: IN 6588-8532
Receiving Organization Name: TCI Foundation, Inc.
Contact Name: Samuel E. Roberson, Treasurer
Contact Phone Number: 317-627-4609
Receiving Firm Name: Charles Schwab & Co., Inc.
Receiving Firm DTC Number: 0164, Code 40
Receiving Firm Account Number: IN 6588-8532
Receiving Organization Name: TCI Foundation, Inc.
Contact Name: Samuel E. Roberson, Treasurer
Contact Phone Number: 317-627-4609
