Gifts of appreciated stock are a great way to give to Nueva and receive significant tax benefits.
If you wish to transfer stock or other securities to Nueva, it is critical that you notify us of your intention. Due to changes in brokerages’ communication policies, it is possible that we will not be able to access the identification of the donor or issuing brokerage behind the transfer. Please complete and return the Stock Donation Form or contact the Development Team and provide the following information:
- Name of security
- Number of shares
- Purpose of the gift (i.e. Capital Campaign)
- Name of your broker or bank
- Date transfer requested
The following brokerage house information can be used to make your gift:
Nueva Account
Charles Schwab
Box 7368 San Francisco, CA 94120
Branch at 1300 S. El Camino Real
DTC: 0164 Code 40
MT #6768-1619
www.schwab.com
1-800-435-4000