Making a gift of stocks, bonds or other appreciated securities enables you to support the Library services you love while avoiding capital gains taxes on appreciated long-term securities.

Making a gift of stock is easy with these two steps:

STEP 1

Contact your broker and provide the following transfer information for Carnegie Library of Pittsburgh’s account at Charles Schwab:

Charles Schwab
Account #7897-4810
DTC Clearing #0164
El Paso Operations Center
P.O. Box 982600 El Paso, TX 79998-2600

For questions, contact Schwab Asset Transfer Services at 877-328-0276.

STEP 2

Email or call Anne Lee, Manager of Special Gifts and Planned Giving to notify us of your gift. Schwab does not share donor names or contact information. To ensure you receive a receipt for your tax records contact:

Carnegie Library of Pittsburgh
Taylor Dozier, Manager of Special Gifts and Planned Giving
Office of External and Government Relations
412.622.6276
donors@carnegielibrary.org

To empower future generations of readers and make Carnegie Library of Pittsburgh a beneficiary of your portfolio or account click here for more information.

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Carnegie Library of Pittsburgh staff are not able to give financial or legal advice. Please consult with your certified financial or legal advisor.