Thank you for your interest in donating to Arizona Council on Economic Education (ACEE)!
Please follow the below steps when making a gift of stock:
 
Step 1: Initiate the transfer with your broker
Contact your broker to communicate stock transfer instructions or obtain a charitable gift transfer form from your online trading account.  You will need to communicate: a) the Name of the selected stock, b) the Ticker symbol, and c) the number of shares to be donated.  You will also need to provide the following gift recipient information in order to deliver DTC eligible securities:
 
Name of Broker:              Charles Schwab
Account Name:                Arizona Council On Economic ED
Account Number:            6669-0217
DTC Number:                    0164, Code 40
Tax ID:                                86-0896574
Broker Contact:
Step 2: Notify ACEE of your transfer

Fill out the following information to ensure that your gift is properly documented.

If you prefer, you may return this form via email to elenazee@azecon.org, or mail it to ACEE, 16421 N Tatum Blvd, #123, Phoenix, AZ 85032.

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* Donor Information

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* Broker Information

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* Name(s) or symbol(s) of securities such as Stocks and Mutual Funds.

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* Transfer Date

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* Number of shares

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* Approximate Value

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* What fund is this gift designated for?

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* Is this a pledge payment?

Thank you for your support!

If you have any questions, please call Elena Zee at 602-758-3905 or email elenazee@azecon.org

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