Instructions for Donations of Stock

Compass Family Services accepts gifts of securities, including donated shares of both publicly and privately held corporations, stock options and shares of mutual funds.

To make a gift of stock, notify your broker that you wish to transfer securities into Compass’ Charles Schwab brokerage account:

Charles Schwab Account Number: 7024-4593

Charles Schwab DTC Number:  0164

Compass Family Services Tax ID Number: 94-1156622

Please notify Compass of the gift at the time of the transaction and provide the following information so that Compass can record the gift properly and provide an accurate and timely acknowledgement for your tax records.

 The following information is needed:

  • Donor name

  • The type and number of shares being transferred

  • The name and phone number of the donor's broker

This notification should be sent to:

Kris Otridge, Events & Development Systems Coordinator

Compass Family Services

37 Grove Street

San Francisco, California 94102

Voice: (415) 644-0504, ext. 1108

Email:  kotridge@compass-sf.org

The donor is entitled to a charitable income tax deduction for the value of the stock, the value of which is calculated by taking the average of the high and low of the stock price on the date of donation.

Thank you for your support!