Donate Stocks or Mutual Funds

Donate a gift of stock or other appreciated securities

Donating long-term appreciated securities and stock is a simple and tax-effective way to support to Swords to Plowshares. You may transfer appreciated securities to Swords to Plowshares without paying capital gains tax and claim a charitable deduction for the value of the stock donated. Consult with your tax advisor for more details.


Charles Schwab,
at (800) 435-4000  

Account number:


Schwab’s DTC:

0164, Code 40
Swords’ Depository Trust Company (DTC) participant ID for stock donation tax purposes is 0733

To ensure proper acknowledgement of your stock donation, please contact our Development team at (415) 655-7248 or development@stp-sf.org