What is a stock gift?

A stock gift is a donation of publicly traded stocks or mutual funds that have increased in value and have been held for more than one year. These gifts can make a meaningful impact without reducing your cash flow—and may provide you with important tax advantages.

Consult a qualified financial advisor to determine if this option is right for you.

Why give stock?

By donating appreciated securities, you may be able to:

When you give a gift of stock, you send a message of hope. You help deliver the essential resources families need to survive and rebuild.

How to donate stock

Here are three simple ways to make a gift of stock to International Relief Teams:

1

Work with your financial advisor

Ask your advisor to initiate a direct transfer of securities using the information below. Please have them include your name and gift details to ensure we can properly acknowledge your donation.

2

Coordinate with our team

Before making a transfer, please contact Kathie Nettles at 619-284-7979 or knettles@irteams.org. She’ll confirm we’re able to accept your intended donation and help ensure a smooth process.

In your email, please include:

3

Transfer your stock using the information below

DTC Number: 0164, Code 40
Account Number: 40261155
Account Name: International Relief Teams Charity EIN: 33-0412751

Receiving Firm: Charles Schwab Brokerage Address:
200 S. 108th Ave
Omaha, NE 68154
Phone: 800-435-4000

Questions?

We’re here to help.

Contact Kathie Nettles at 619-284-7979 or knettles@irteams.org to get started or to ask questions about the process.

Together, we can turn your generosity into life-saving impact.

Thank you for being part of this mission.