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Stock Transfer Instructions
There are two ways transfers are done.
- The donor may call us and we give them in return the information below to give to their institution:
Charles Schwab & Co.,
DTC Clearing 0164
Capital Caring's account number to receive the shares is 2204-1703
- The donor may send a letter to their institution with the above information that they want stock sold. The institution put the shares in Capital Caring's account 2204-1703.
- Charles Schwab sales the shares and process the check. The check is sent to capital Caring to no one's attention. Charles Schwab is not to be called or emailed.
Note: The check usually ends up in finance not knowing where it should go.