Information Form For Electronic Transfers - Texas Parks And Wildlife

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I n f o r m a t i o n F o r m f o r E l e c t r o n i c T r a n s f e r s
Thank you for your commitment to conserving Texas’ wild things and wild places
Please complete and return this form by fax: 214.720.3864 or by mail:
Texas Parks and Wildlife Foundation – 2914 Swiss Avenue – Dallas, TX 75204
1.
Please instruct your broker to transfer DTC-eligible stock or mutual fund shares to the following account:
Receiving Broker: Charles Schwab & Co., Inc.
DTC #: 0164
1958 Summit Park Drive, Suite 400
Orlando, FL 32810-5938
Receiving Account #: 3131-3342
Reference: Texas Parks and Wildlife Foundation (Tax ID# 74-2602504)
Schwab Contact: South Central Team – 1.877.738.6813
2.
Please notify Texas Parks and Wildlife Foundation (TPWF) when making a gift of stock or mutual fund shares.
Your notification is how we identify your gift when it is received. Please return this form using the instructions above
or call 214.720.1478.
3.
Upon transfer confirmation, TPWF will provide you with a formal receipt for your gift.
Date:
Donor(s) name:
If Title Owner is different from Donor(s), please indicate:
Address:
Phone:
Name of gifted stock(s) or mutual fund(s):
Number of shares and/or approx. $ value:
Have you owned these shares for at least one year?:
Delivering bank or brokerage and DTC #:
Broker name and phone number:
I wish my gift to benefit:
Area of greatest need.
Specific project or interest area:
I wish my gift to be anonymous.
Please contact Anne Brown, Executive Director, with any questions: 214.720.1478 or .

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