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Santa Cruz County Chapter
HOW TO GIVE

Donate Stock
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FORMS:
Stock Power Form
Stock Waiver Form
Gift Form

Thank you for your interest in support of the American Red Cross, Santa Cruz County Chapter.  Remember, in order for your gift to stay local, you must clearly designate it to the Santa Cruz County Chapter.

To help you facilitate a gift of stock, please use the following instructions. If you have a specific question, please contact our National organization at (800) 797-8022 option 5.

Step 1: INITIATE TRANSFER
There are two common methods of gifting securities to the American Red Cross. The first is Electronic transfer through which your broker can transfer shares using the Red Cross DTC number. The other is physically mailing the paper certificates to the Red Cross Treasury department. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer. Click here to download a sample letter for your use.  Remember, in order for your gift to stay local, you must clearly designate it to the Santa Cruz County Chapter.

Step 2: CHOOSE THE METHOD OF DELIVERY
Choose one of the two available brokerage accounts open for accepting electronic transfers, or choose the mail delivery option below:

A. SECURITIES DELIVERED ELECTRONICALLY
Donate your stock to the American Red Cross through Muriel Siebert and Co., Inc., and they will sell the stock commission-free through the Siebert Charitable Stock Donation Program. Click here to learn more.  Remember, in order for your gift to stay local, you must clearly designate it to the Santa Cruz County Chapter.

Muriel Siebert and Co., Inc.
C/O National Financial Services
DTC Number: 0226
ACCT Name: American Red Cross (Tax ID# 53-0196605)
ACCT Number: A72-627844

Or donate your stock through:

Morgan Stanley Dean Witter
1737 King Street, Suite 100
Alexandria, VA 22314
DTC Number: 0015
ACCT Name: American Red Cross (Tax ID# 53-0196605)
ACCT Number: 630-038267

B. SECURITIES DELIVERED BY MAIL
Mail your UNENDORSED certificate(s) with a Stock Waiver Form and Stock Power Form, in separate envelopes, by registered mail, to:  

American Red Cross Treasury Operations
2025 E Street, NW, 8th Floor
Washington, DC 20006

NOTE: Certificates already registered in the name of the American Red Cross do not require either the stock waiver or stock power for execution of the transfer.  Remember, in order for your gift to stay local, you must clearly designate it to the Santa Cruz County Chapter.

Step 3: NOTIFY THE RED CROSS
Regardless of the method chosen to deliver a gift of stock; the donor needs to provide us some information about the gift for audit and acknowledgment purposes. Notify Us Now.

Or send a letter or an e-mail to communicate the information below at the time of transfer:

  • Donor's full name and complete address
  • Name and number of securities transferred
  • Name of brokerage house shares will be transferred to (i.e. Morgan Stanley or Muriel Siebert)
  • Date of the transfer
  • Specific American Red Cross program or chapter to which gift should be directed, (if any)
  • Remember, in order for your gift to stay local, you must clearly designate it to the Santa Cruz County Chapter.

Send to:

American Red Cross
Gift Planning Office
P.O. Box 75156
Washington, DC, 20013-7515
E-mail: PlndGiving@usa.redcross.org
Phone: (800) 797-8022 option 5
Fax: (202) 303-0044

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