Make-A-Wish Foundation of Illinois Federal Tax ID: 36-3422138

Stock or Mutual Fund

Use the following electronic transfer information and work directly with your broker to transfer your stocks. Please notify us when you are planning to make a gift of stock or mutual fund shares (see contact information below).

DTC Clearing 0164, Code 40 
Schwab Account Number: 9403-0301 
Schwab Account Name: Make-A-Wish Illinois Stock Clearing 

If the transfer is unable to be completed via DTC, contact Schwab Transfer Group at 602.355.9003 for further delivery instructions.
 
It is important that you authorize the broker to disclose to Make-A-Wish Illinois the following information pertaining to the stock transfer so that your gift is efficiently identified: 

• Donor name and address 
• Name of stock and number of shares 
• Estimated value 
• Purpose of gift 
   

The above information is intended to assist you in your tax, estate, and charitable planning. It is not intended as legal or tax advice. For such advice, please contact an attorney or financial advisor.

For more information, contact:

Lisa Bakker, Individual Giving Director
312.602.9464 or lbakker@illinois.wish.org