Giving Stocks and Securities

Giving a gift of stock is easy. To complete an electronic transfer of stocks, bonds, exchange-traded funds (ETFs) or mutual funds to Wheaton Academy, simply provide the following information to your financial advisor:

Delivery to: Charles Schwab

Account Name: Wheaton Academy

Account Number: 3518-0061

Clearing Number: 0164

Code Number: 40

Please contact Joy Crowe at to notify us of your stock gift or for additional information.

A gift of appreciated stock generally offers a two-fold tax savings, avoiding capital gains tax on the increase in value of the stock and providing an income tax deduction for the full market value of the stock at the time of the gift. This information is only intended to be a general overview of some donation considerations and is not intended to provide tax or legal guidance. Please consult with your tax or legal advisor.