Making a Gift of Securities

The Forest Stewards Guild accepts gifts of stocks or mutual funds. Your donation of securities helps the Guild fund critical programs throughout the US, expand our outreach to students, and bring members and partners together in collaborative and educational settings that further our mission of Putting the Forest First. Your donation may also provide you with significant tax savings.  

Stock Transfers

Follow the instructions below to initiate a stock transfer. Please also let us know that your gift of stock is coming. Due to privacy requirements, we are unable to access donor information through the financial agencies that process your transfer.

INSTRUCTIONS TO TRANSFER STOCKS
to The Forest Stewards Guild

Please instruct your current broker / custodian to “DTC” your donation to The Forest Stewards Guild account at Charles Schwab. Your broker will most likely require you to provide them with a written “LOA,” or "Letter of Authorization," which indicates the name of the security, the number of shares, and includes the following delivery instructions:

The Forest Stewards Guild
Schwab Account # 7418-9394
DTC Clearing #0164, Code 40

Should you need additional help with the delivery process you can contact Darrin Abby at Los Alamos National Bank: darrina@lanb.com

Please also contact Deb Saeger at deb@forestguild.org or 608.333.0551 and provide her with the following information so that we may properly acknowledge and provide a receipt for your gift:

Donor Name (s) – first and last
Donor address/phone
Name of stock and number of shares transferring
Date of transfer

The Forest Stewards Guild's Tax ID# is 85-0446866

Mutual Fund Transfers

For mutual fund transfers, please contact us or have your broker contact us first, so we can be sure these funds will be accepted into our account. Mutual funds typically take longer to transfer and may require that the Guild open an account with the mutual fund company prior to the transfer occurring.