How to Transfer Stock

First, complete our online form to let us know your gift is coming; this helps us identify it when it arrives.

Then, transfer your stock by either of the following two methods:

1. Transfer by broker: Draft a letter to your broker providing instructions for the stock transfer. Include the following information in your letter

• Brokerage House: Charles Schwab
• Account Name: National Park Trust (tax ID# 52-1691924)
• Account Number: 3801-6879
• DTC Number 0164 Code: 40
• Telephone Number: 1-800-435-4000

2. Mail Certificate(s): Send the stock certificate(s) by certified mail to National Park Trust. In a separate envelope, mail the Park Trust your signed stock power form and a dated letter that identifies the stock, states how your gift is to be used and includes your signature exactly as it appears on the certificate. Send them on the same day by certified mail to: 

Please Note: For mutual fund gifts, or for gifts of stock not held in a brokerage account, please get in touch with Charles Schwab at the phone number listed above.