Stock Donations

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to Kids In The Middle. It’s simple and easy. We are here to help answer any questions.

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