The gift of stocks and securities is a welcome gift to Rocky Mountain PBS. A gift of appreciated stocks can help you avoid capital gains taxes. If you hold securities that have declined in value and would like to make a gift, it may be to your advantage to sell and perhaps generate a tax-deductible loss.
Information for your broker:
Instruct your broker to deliver the shares via DTC (a standard practice of electronic transfer).
Your broker will need the following information about Rocky Mountain Public Broadcasting:
Brokerage Account: Charles Schwab & Co.
Contact: Tara Murphy: 1-866-738-9111
Account Name: Rocky Mountain Public Broadcasting Network
DTC #: 0164, Code 40
Account #: 22429116
Your broker may also ask for the following information:
Legal Name: Rocky Mountain Public Broadcasting Network, Inc.
Tax ID #: 84-0510785
Contact: Patricia Laverty
Download a printable Brokerage Fact Sheet »(PDF 149k)
Please notify Rocky Mountain PBS of your stock gift, as electronic stock transfers usually come to us without any donor identification. The TYPE of stock (company name) is most helpful. Thank you.
For more information, please contact:
Patricia Laverty, Leadership Giving Manager