Stock or Mutual Funds
Donating appreciated stocks or mutual funds to First Nations is simple and can be made by taking a few quick steps:
- Call your broker or account administrator.
- Provide your broker with the following information for First Nations Development Institute’s broker and account information:
Electronic transfer of securities:
Bank of New York Mellon
BK OF NYC/CSCHWAB
First Nations Development Institute
Physical delivery of securities:
Charles Schwab & Co
AS Document Control
PO Box 982600
El Paso, TX 79998-2600
Ref: First Nations Development Institute
DTC Clearing 0164, Code 40
- Specify which stocks you want to give.*
- Contact Jona Charette in our Development Office at email@example.com to let us know of your gift, so we can track it, send you a receipt for tax purposes, and thank you for your thoughtful gift.
*Gifts will be valued at the average market price on the day your gift enters our account.