40000 Valley of the Falls Drive
Forest Falls, CA 92339
909.389.2300

Current Health Concerns

HOW TO MAKE A GIFT OF STOCK

Forest Home accepts gifts of securities, including donated shares of publicly held corporations, stock options and shares of mutual funds. To make a stock gift, please notify your broker that you wish to transfer securities into Forest Home’s Charles Schwab brokerage account. You will need to give your broker the following information:

Charles Schwab
800.472.9813
Account #: 3385-0486
DTC #: 0164
Code #: 40
Forest Home Federal Tax ID #: 95-1855659

Please notify Forest Home about the gift transaction at the same time you instruct your broker to transfer securities into our Charles Schwab account. It is the only way we can properly receive the gifted shares into our account and provide an accurate and timely acknowledgement for your tax records. Please send us:

• Your name, phone number and address
• The type and number of shares being transferred
• The name and phone number of your broker

This notification should be sent to:
David Carlson
davidc@foresthomefoundation.org