Theodore Payne Foundation Stock Giving Instructions
Your broker may electronically transfer the gift directly to our account at Vanguard as follows:
Account Name: Theodore Payne Foundation for Wild Flowers and Native Plants, Inc.
DTC: 0062 (Vanguard)
Account Number: 69243825
Contacts at Theodore Payne Foundation:
Katie Tilford, 818-768-1802 ext 22, firstname.lastname@example.org
Andrew Chaves, 818-768-1802 ext 12, email@example.com
Please note, it is important that you (or your broker) alert Theodore Payne Foundation via phone or email that the gift is being transferred to our account, as the stock will arrive without identification.
Be sure to include the name of your financial brokerage, date of transfer, ticker names and number of shares per ticker.
Please also include a mailing address for where we can send a tax receipt with the donor’s full legal name as it appears on tax returns.
Once your stock gift is processed, a tax receipt will be mailed out stating the name of the stock, the number of shares, and the date it was received by Theodore Payne Foundation. Your tax advisor should determine the value of the gift.
If you need further assistance, please call 818-768-1802 ext 22.
Theodore Payne’s Employer Identification Number is 95-6095398.
Thank you for your interest in supporting Theodore Payne Foundation!