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When planning to make a gift of securities to the CFP Board Center for Financial Planning, please send the information below to CFP Board:

  • Full Name
  • Address
  • Email
  • Phone
  • Name of Stock
  • Date of Transaction
  • Type of Security
  • Name of Stock
  • Number of Shares
  • Broker Contact


DTC-Eligible Securities

All deliveries MUST include organization name and Schwab account number.

Certified Financial Planner Board of Standards, Inc.

Schwab account: 6859-1606

Delivery to DTC Clearing 0164, Code 40


Fed Book-Entry Securities (E.G., Treasury Notes)

All deliveries MUST include organization name and Schwab account number.

JPM CHASE/CCC

ABA #: 021000021

Charles Schwab A/C G69873

FBO: Certified Financial Planner Board of Standards, Inc., Account 6859-1606


Physical Delivery

All deliveries MUST reference organization name and Schwab account number.

Certified Financial Planner Board of Standards, Inc.

Schwab account: 6859-1606


Name and Address:

Charles Schwab & Co., Inc.

IS Document Control

P.O. Box 982600

El Paso, TX 79998-2600


Overnight Mailing Address:

Charles Schwab & Co., Inc.

IS Document Control

1945 Northwestern Drive

El Paso, TX 79912