Gifts of Stock - Instructions

The following are delivery instructions for PCC Foundation Account at Charles Schwab Institutional. All inquiries should go to Luz Garcia at Ferguson Wellman:

PCC Foundation Investment Manager:
Ferguson Wellman
Our Ferguson Wellman Contact:
Luz Garcia
Phone Number:
(503) 226-1444
Fax Number:
(503) 226-3647
Email:
garcia@fergwell.com
Instructions:
Ask your broker/custodian to provide your name when gifting.

All DTC – Eligible Securities

All deliveries must include client name and Schwab account number. Deliver to:

DTC Clearing 0164, Code 40

Fed Book – Entry Securities (e.g., Treasury Notes)

All deliveries must include client name and Schwab account number.

JPM Chase/CCC
ABA #: 021000021
Charles Schwab A/C# G 69873
FBO: (8 digit Schwab customer account number and name)<//p>

Fed-Wired Monies

All deliveries Must include client name and Schwab account number.

Wire to :

Citibank NA
111 Wall Street, New York, NY  10043
ABA #: 021000089

FBO:

Charles Schwab & Co., Inc.
A/C #: 40553953
For the Account of Schwab A/C #: ____________
F/F/C Client Name: Portland Community College - ______________