Stock & Wire Transfers


Many gifts to Triangle are made in the form of stock. By gifting an appreciated security directly to a charity like Triangle, a donor is eligible for a charitable deduction for the full market value of the stock, plus he doesn’t have to pay capital gains taxes!

The information below may help you if you are contemplating such a gift this year. Please feel free to share this information with your professional advisers, such as your attorney, CPA, or stockbroker.

When transferring appreciated securities, please notify the Education Foundation of the name and number of share being transferred in advance of the transaction. We want to make certain that your gift is correctly acknowledged for your tax records, and that you received full credit for your contribution in the Foundation next Annual Report.


Stock transfer form

Wire transfer form

Legal Name: Triangle Education Foundation
Federal Taxpayer ID Number: ___ 23-7063427
Mailing address:

120 S. Center Street

Plainfield, IN 46168
Brokerage account name: Triangle Education Foundation
Brokerage account number: 6606-1092
DTC number: 0164, Code 40
Broker:

Triangle Education Foundation
c/o Charles Schwab & Co., Inc.
AS Document Control
PO Box 982600
El Paso, TX 79998-2600

Contact: Bradford Vannelli
(313) 944-0183 or bvannelli@transcendcapital.com

Fedwire Transfer Citibank NA
399 Park Avenue
New York, NY 10022
ABA#: 021000089
FBO: Charles Schwab & Co., Inc. A/C#: 40553953


For further credit to Schwab Client Account #: 6606-1092

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