Instructions
Step 1: Log into your Daffy account and complete this intent form.
⏳ Creating an intent helps us avoid delays in attributing a contribution to your Daffy account as soon as we receive it.
Step 2: Log into your Schwab brokerage account and initiate a stock transfer by completing and submitting this form: https://client.schwab.com/secure/file?cmsid=P-2014616&cv44
💡Tip: Use this pre-filled form with Daffy's information.
If you are not using the pre-filled form above, here is the information you'll need:
Receiving Institution Account Number: 9SC05050 (Note: This account number has 3 zeros, not the letter O)
Account Title: Daffy Charitable Fund
Contact Name: Alex Gyr
Telephone Number: support@daffy.org. If a number is required, please use the Receiving Institution's (Apex) number: 214-765-1345
Name of Receiving Institution: Apex Clearing
DTC Number: 0158
Please do not check the box to make the gift anonymous. We need your name so we can attribute the contribution to your Daffy account.
Step 3: Print and sign the form, then upload it to your Schwab Message Center to submit it for review.
✅ As long as you created an intent that matches your contribution (Step 1), Daffy will notify you when we receive your shares from Schwab.
🚨 The time it takes for your shares to reach Daffy is entirely dependent on the Schwab. Contact Schwab directly for specific timing.
Cost Basis
If you would like to send particular lots of a security, it is important that you enter the correct cost basis on the form. Generally, it cannot be changed after the fact. Please record the cost basis of an asset you are donating before transferring the asset to charity as most brokerages do not keep a record of the cost basis once the asset has left your account and you may need the information to fill out tax forms at the end of the year. Daffy does not have access to cost basis information for contributions so we will not be able to provide this information at a future date.