Stock Transfer

STOCK TRANSFER INSTRUCTIONS

Securities and mutual funds that have increased in value—and that have been held for more than one year—are popular assets to use to support International Relief Teams.

When you donate appreciated securities or mutual funds you can reduce or even eliminate federal capital gains taxes on your donation. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Please coordinate with Kathie Nettles, noted below, before making transfers so we can ensure we can accept the security you wish to donate. In your communication, please include the following:

·       Your name

·       Security name

·       # of shares

·       Fund number and name

·       A gift letter

Staff Contact: Kathie Nettles (619) 284-7979 or knettles@irteams.org

Name of Charity: International Relief Teams

EIN: 33-0412751

DTC number: 0164, code 40

Account number: 40261155

Account Name: International Relief Teams

Name of receiving brokerage firm: Charles Schwab

200 S. 108th Ave

Omaha, NE 68154

(800) 435-4000

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