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:

Your generosity is appreciated!