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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 Sashia Moore, Development Manager, at Sashia.Moore@cfpboard.org:

  • 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