Making a Non-Deductible Stock Gift to the Sierra Club

*IMPORTANT: To ensure the Sierra Club can identify and acknowledge your gift, we must receive the information below in advance of the stock transfer.

To make a gift of stock, please submit the form below before you or your broker transfer your shares to the Sierra Club's account at Charles Schwab & Co.

Please note that gifts to the Sierra Club are not deductible, and those gifts in excess of $16,000 (Annual Gift Tax Exclusion, 2018) may be subject to the unified federal gift and estate tax. For further information, contact your financial advisor.

Prefer to make a tax-deductible gift? Click here to make a donation through the Sierra Club Foundation.

First Name

Last Name

Member ID

Street Address

City

State

Zip Code

Name of Stock

Approximate $ amount of shares

Exact number of shares

Approximate date you acquired the stock (optional)

Anticipated date of transfer (optional)

Brokerage name (optional)

Purpose of the gift (optional)

Preferred Email

Phone

Electronic transfer to:
DTC 0164, Code 40
Charles Schwab & Co
Telephone Number: 877-552-8211
Sierra Club account: #8769-0836

Questions? Please contact us at majorgifts@sierraclub.org

Contact Information