Your gift of appreciated stock or securities will improve the lives of low- and moderate- income people.
Electronic Transfer of Stock or Securities
Electronic or depository trust company (DTC) transfer of stock through a broker can be made through our account with TD Ameritrade.
DC Fiscal Policy Institute
Federal Tax ID #:
With technical questions regarding stock transfers, please contact TD Ameritrade customer service at 800-454-5598. For a tax receipt, please contact Danielle Hamer at firstname.lastname@example.org once you request the transfer. Please confirm the name and number of shares, as this information is rarely included with the stock transfer.