Donating Appreciated Assets 

Gifts of stock allow the donor to make a gift without decreasing disposable income.  The tax advantages for gifts of securities – especially long-term, appreciated securities are significant.  Please check with your financial advisor.  Gifts of stock can be made through a simple wire transfer from a donor’s brokerage account to Starlight with the following steps:

• Donor calls their broker,
• Donor instructs the broker to wire transfer _____(X) shares of _____(Y) stock,                                     naming Starlight Children's Foundation Midwest as beneficiary,
• Starlight Children's Foundation Midwest should be notified to insure that we are aware of the transaction,
• Starlight Children's Foundation Midwest works with a brokerage firm.  The donor must inform their broker to deliver to Starlight Children's Foundation Midwest’s account at the Depository Trust Company as follows:

All Deliveries MUST include our name and Schwab account number.
Account Name:  Starlight Foundation of Chicago
Account Number: 8436.2340

Option 1 – All DTC – Eligible Securities
• Delivery to DTC Clearing 0164, Code 40
Option 2 – Physical Delivery of Securities
• Charles Schwab & Co., Inc.,                                                                     
Attn:  Transfer of Accounts, P.O. Box 52013, Phoenix, AZ  85072
Option 3 – Fed Book-Entry Securities (e.g., Treasury Notes)
• US TR NYC/TRUST
ABA #: 021001318
Account: Charles Schwab & Co., Inc.
U.S. Trust A/C#: 85225000
Schwab Customer A/C#: 8436.2340

If you would like to physically issue the certificates to Starlight, mail the certificate to:

Starlight Children’s Foundation Midwest
Attention: Meredith Stadel, Development Manager
30 E. Adams, Suite 1020
Chicago, IL 60603