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Donating Stocks and Investment Assets

Overview

TODO

Charles Schwab Equity Awards

  1. Go to your Equity Awards account
  2. Click the "Transfer Shares" link on the quick access panel
  3. Select the symbol of share to transfer, then select "Gift to someone with a non-Schwab account". A list of your stocks will appear.
  4. Set the quanitities of individual stocks to transfer. Once you've selected your stocks, scroll down and fill out the form with the following information:

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  • Receiving firm name: PNC
  • U.S.
  • Receiving firm phone number: 855-762-4683
  • DTC number: 0226
  • Account number: 005783575
  • Account registration: Organization
  • Account holder name(s): Protohaven

Double- and triple-check the account number and DTC code. If these are incorrect, the shares may not transfer or transfer somewhere else!

5. Fill out the remaining (personal) information on the submission form, then click "Submit". You'll have one final chance to confirm everything, like so:

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If it all looks good, click "Submit". Make sure to write down the confirmation number for your records in case there's an issue with the transfer.

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