Stock Donations
Donor Information.
Documentation Needed from the Donor:
- Transfer of Assets Form
- Recent Statement where the shares are currently held
To make a donation of stock, your broker may contact Kids In The Middle’s broker. You may also contact Kids In The Middle for assistance.
Kids In The Middle Broker Account Information:
Company: Charles Schwab
Broker: Chad A. Abel, CRPC
Address: 828 S. Main Street; St. Charles, MO 63301
Phone number: 636.946.0576 or Fax: 636.946.0596
DTC # 0164
Kids In The Middle’s account # 7239-2143
Kids In The Middle’s tax ID # 43-1192510
A recent statement is needed from the donor’s account where the shares are held indicating the transfer of stock from the donor’s broker to Kids In The Middle and must contain the following information:
- Name and address of the donor
- Name of security or securities
- Number of Shares transferred
- Date of donation (transfer date)
- Market value on the date of the donation
When the transfer of stocks is made, documentation should be sent to:
Kids In The Middle
Attn: Development Department
2650 S. Hanley Road, Suite 150
St. Louis, MO 63144