Donate securities or stock
When you transfer securities to the ±¬ÁÏÍøFoundation, we sell them and use the proceeds for scholarship or program support.
Giving securities is beneficial to you because you:
- Receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- Pay no capital gains tax on the securities you donate.
- Can direct your gift to a specific scholarship or program fund.
- Have the satisfaction of making a significant gift now or using your securities for a planned gift that will benefit ±¬ÁÏÍøstudents later.
Gifts of stock
Please notify us at pccfoundation@pcc.edu or 971-722-4382 and include:
- Your name
- Your email or mailing address (for issuance of tax receipt)
- Name and ticker symbol of company or mutual fund shares you are gifting
- Number of shares you are gifting
- Approximate date the gift will be made
- Purpose of your gift (ex: general endowment, specific program)
To make a gift of DTC-eligible securities
Charles Schwab & Co.
Account Number: 2196-7397
Account Name: ±¬ÁÏÍø Foundation
DTC Number: 0164, Code 40
To make a gift of Fed book-entry securities (e.g., Treasury notes)
Bank of New York Mellon
ABA: 021 000 018
BK of NYC/CSCHWAB
FBO: 2196-7397 ±¬ÁÏÍø Foundation
To make a gift of Fed-wired monies
Citibank, NA 399 Park Ave, New York, NY 10022
ABA: 021 000 089
Account Number: 4055-3953
Account Name: Charles Schwab & Co., Inc.
FFC: 2196-7397 ±¬ÁÏÍø Foundation
To make a gift of mutual funds
- If your mutual fund firm is ACAT-eligible (the firm will know):
- Partial ACAT delivery via Charles Schwab
- DTC Number: 0164
- Firm Name: Charles Schwab
- Account Number: 2196-7397
- Number of shares to be transferred
- For non-ACAT-eligible firms, our team will work with Charles Schwab to determine if they can receive
the mutual fund gift or work on other gifting options. Please provide the following information:- Ticker symbol of the mutual fund shares to be transferred
- Number of shares to be transferred
Thank you for your support. Please be sure to notify ±¬ÁÏÍøFoundation of your donation.
Gifts that arrive in our account without identification may delay issuance of a tax-deductible receipt.