If your broker holds the securities for your account, please instruct the broker to electronically transfer the securities to Roots Family Collaborative’s account using this information:
- Receiving Account Name: Roots Family Collaborative, Inc.
- Account Number: 8763-9677
- Brokerage House: Charles Schwab
- DTC Number: 0164
- Organization Contact: Kerry Williams, 406-577-6423
- Brokerage House Contact for questions regarding transfer: 406-219-0836
- Reference: Donor Name (please include your name so we may properly thank you!)
(for more information on the tax benefits of donating publicly traded stock that has increased in value, or to do so manually, please contact us)