Taking stock of sustainability

Earlier this summer, we moved our investment portfolio to Trillium Asset Management, a respected and high-performing company that provides us with investment strategies and services that advance humankind toward a sustainable global economy, a just society, and a healthier planet. As a part of that transition, we have also switched our own brokerage to Charles Schwab.

We’re grateful to our many supporters who make gifts of appreciated stock to help move our mission forward. If that is something you plan to do, or are interested in doing, please note our updated account information:

Charles Schwab
DTC Clearing #0164, Code 40
Stonewall Community Foundation, A/C #4509-1710
Note: All DTC-Eligible Securities: All deliveries MUST include client name and Schwab account number.

When making a gift of stock or other securities, please email Lauren Todd at lauren.todd@stonewallfoundation.org and let her know which stock and the number of shares so that we can ensure your gift is appropriately credited to you and designated for the correct fund. 

Want to learn more about the benefits of donating stock?  Click here.