The Baby Fold makes gifting appreciated stock easy and convenient:
- Please inform Aimee Beam, Vice President of Development, of your intention to make a gift of stock at
- Please provide the gifting instructions below to your broker or financial advisor.
Gifting Instructions: For Delivering Firm Use Only
All DTC-Eligible Securities:
All deliveries MUST include client name, The Baby Fold, and Schwab account number 3557-9431
Delivery to DTC Clearing 0164, Code 40.
Dividend Reinvestment or Closed-End Mutual Funds: All deliveries MUST reference client name and Schwab account number. The client’s Schwab account number must not be included in the mailing address. Do not establish an account in the name of Charles Schwab & Co., Inc. FBO (for benefit of) the client.
Issue a certificate for all whole shares, liquidate all fractional shares and discontinue dividend reinvestment.
Thank you for supporting children and families with your gift. The Baby Fold is a 501c3 not-for-profit organization.