Gifts of Stock

The San Francisco Education Fund, a 501(c)(3) non-profit organization, gratefully accepts gifts of stock. Listed below is the information needed to make your transfer. We will send an acknowledgement to you documenting the date of transfer and a description of the shares of stock given.

To Ensure Proper Attribution

Please send a letter to San Francisco Education Fund stating your intent of gift stock, including any restricted designation you wish. You can send, fax, or e-mail a letter to:

Kathie S. Velazquez
Senior Development Officer
San Francisco Education Fund
727 Golden Gate Avenue, Second Floor
San Francisco, CA 94102

Telephone: 415-749-3700
Fax: 415-749 3780
Email: kvelazquez@sfedfund.org

Tax ID number: 94-1592822

To Make a Transfer

Via United States Postal Service

ATTN: IST West Team 3
Charles Schwab Institutional
P.O. Box 52013
Phoenix, AZ 85072

Via Express mail (e.g. DHL/Federal Express/UPS)

IST West Team 3
Charles Schwab Institutional
3133 E. Camelback Road
Phoenix, AZ 85016

Contact Person: Marian Wong, Client Service Manager
Telephone Number: 1-800-515-2157
Fax Number: 1-877-283-2748

Important: Please be sure to denote the account number in any and all correspondence to Schwab:

Account Number: 9110-6517
DTC: 0164