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How to Donate Stock to Compass Family Services

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

If you have any questions about Compass or your gift, please contact Nicole Plaza, Development and Communications Associate at nplaza@compass-sf.org.

Please notify Compass of the gift by filling out the form below so that we can record the gift properly and provide an accurate and timely acknowledgement for your tax records.

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.

Stock Transfer Form

Thank you for your gift to Compass Family Services! We are so grateful for your support. We will contact you shortly regarding your gift.