Gifts of Securities
Gift of Securities are welcomed and can often have a significant tax benefit to the donor. Making a gift of securities is simple.
A stock transfer should be sent to the Bright Stars of Bethlehem NFP account at Charles Schwab. You will need the following information to make the transfer:
- The BSB Schwab One account number 8603-9309
- BSB’s tax id (EIN) number: 36-3685603
- Schwab DTC Clearing: #0164 at the Bank of New York – Mellon, routing number: 021 000 018
If you have any questions regarding the transfer, please call our broker, David Walz of Arcadia Financial Strategies, (708) 848-4444
Also, please advise Kris Ducett Wagner, Executive Director of Bright Stars of your gift of securities: firstname.lastname@example.org
Your generosity is appreciated!