COTA Stock Gift Transfer Process
The following instructions are to ensure a secure and speedy transfer of stock from a supporter to the Children’s Organ Transplant Association (COTA). These transfers can be for the benefit of a local community campaign team, donor education or registration program, challenge grant fund, or the operational needs of the organization, depending on the wishes of the donor. This contribution is made with the understanding that COTA has complete control and administration over the use of the donated funds as required by the Internal Revenue Service (IRS).
Please provide this information to the current custodian of the stock you wish to transfer to COTA.
Account Name: Children’s Organ Transplant Association
Account Number: 5538-9630
DTC Number: #0164
Code: #40
Address of Clearing Firm: Charles Schwab & Co., Inc.
PO Box 982600
El Paso, TX 79998
Contact Name: Kerri Schanowski
Kschanowski@1834investmentadvisors.com
-or- 414-615-1015
Please provide the above instructions to your brokerage firm, along with the amount of shares to be transferred and any instructions for the gift use or designation. You can inform COTA about your planned transfer by completing our online form here.
If you have any questions you can email us: stockgifts@cota.org or call us at 800.366.2682.
