Give a Gift of Stock

DTC instructions for Schwab for stock gifts.

Client Name: Cornell Star & Crescent Foundation

Schwab Acct#: 4570-6776

Delivery to DTC Clearing 0164, Code 40

Please instruct your agent to e-mail confirmation with the following details to ereuben@elevatims.com.

  • Name of donor
  • Name of stock
  • Number of stock transferred
  • Date of transfer
  • High and low price
  • Total Value