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
- 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.
ABA #: 021000021
Charles Schwab A/C# G 69873
FBO: (8 digit Schwab customer account number and name)<//p>
All deliveries Must include client name and Schwab account number.
Wire to :
111 Wall Street, New York, NY 10043
ABA #: 021000089
Charles Schwab & Co., Inc.
A/C #: 40553953
For the Account of Schwab A/C #: ____________
F/F/C Client Name: Portland Community College - ______________