Gifts of Securities

Donate

When planning to make a gift of securities to the CFP Board Center for Financial Planning, please send the information below to Dan Limbago at dlimbago@cfpboard.org.

Full Name
Address
Email
Phone
Name of Stock
Date of Transaction
Type of Security
Name of Stock
Number of Shares
Broker Contact

DTC-Eligible Securities

All deliveries MUST include organization name and Schwab account number.

Certified Financial Planner Board of Standards, Inc.
Schwab account: 6859-1606
Delivery to DTC Clearing 0164, Code 40

Fed Book-Entry Securities (E.G., Treasury Notes)

All deliveries MUST include organization name and Schwab account number.

JPM CHASE/CCC
ABA #: 021000021
Charles Schwab A/C G69873
FBO: Certified Financial Planner Board of Standards, Inc., Account 6859-1606

Physical Delivery

All deliveries MUST reference organization name and Schwab account number.

Certified Financial Planner Board of Standards, Inc.
Schwab account: 6859-1606

Name and Address:

Charles Schwab & Co., Inc.
IS Document Control
P.O. Box 982600
El Paso, TX 79998-2600

Overnight Mailing Address:

Charles Schwab & Co., Inc.
IS Document Control
1945 Northwestern Drive
El Paso, TX 79912