This form is for stock donations to the BCE Endowment Fund; if you want to donate stock to BCE's Annual Campaign, please visit
http://www.bcefoundation.org/donate/#stock or to learn more about the BCE Endowment Fund including other ways to donate visit
www.BCEendowment.orgBCE accepts endowment donations of securities such as stocks, mutual funds, or bonds. You can receive a tax deduction based on the full fair market value of the securities at the time of your gift and often save capital gains taxes as well (please consult with professional counsel to determine individual deductibility limits).
DONATING STOCK TO THE BCE ENDOWMENT:Making a gift of stock is easy. You’ll simply need to convey your instructions to your broker and BCE will receive the proceeds from your stock transfer.
Step 1: Please provide the information below
to notify BCE of your pending stock donation transfer (otherwise we won’t know the stock is from you!) ANDStep 2: Contact your broker with your donation request.
You may be able to do this over the phone and/or need to complete a form. Have them transfer the securities to:
Charles Schwab, Inc. IS Document Control, P.O. Box 982600, El Paso, TX 79998-2600DTC #0164 Account # 1969-6822
Burlingame Community for Education Foundation
( P.O. Box 117730 , Burlingame, CA 94011-7730; Tax ID: 94-2722072)
Note: BCE does not receive identifying information from your broker, so you must provide the information below.
If you have any additional questions, please email
info@bcefoundation.org