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Stock Gift Donations

Thanks so much for your interest in making a gift of stock to CAPSLO.  Please ask your financial professional to follow the instructions listed below.  We can also acknowledge your gift faster if you notify us that the transfer is on the way. Please call Loren Leidinger at 805-534-3811 or email at LLeidinger@capslo.org

Stock transfer instructions:

  • Receiving Institution Account Number:  #8051-7639
  • Account Registration: Community Action Partnership of SLO County
  • Contact Name: Kristen Reeves, Account Services Manager, 805-541-1308
  • Brokerage Firm: Charles Schwab & Company, Inc.
  • Receiving Institution DTC: #0164

If sending by registered mail, send unendorsed certificate/s with a stock power form to: CAPSLO, Attn: CEO, 1030 Southwood Drive, San Luis Obispo, CA 93401 (certificates already registered in the name of Community Action Partnership of San Luis Obispo do not require either the stock waiver or stock power for execution of the transfer.)

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