Transferring Securities to InterVarsity | Ways to Give | Planned Giving

Thank you for your interest in transferring stock to InterVarsity. Please follow the instructions below to arrange your transfer. Call or write if you have questions or need help. 

  1. Your broker will need the following information:
  • InterVarsity's broker: Charles Schwab & Company
  • InterVarsity's DTC Number: 0164, Code 40
  • InterVarsity's Account Name: InterVarsity Christian Fellowship
  • InterVarsity's Account Number: 4770-6385
  • InterVarsity's Federal Tax ID number: 36-2171714
  • Name of stock to be transferred
  • Number of shares to be transferred

 

  1. Please complete and submit the Stock Transfer Form, or send the following information via email, fax or letter to Beth Steensrud. Without this information, the transfer may show up anonymously without any information.
  • Your complete name, address, phone, and email
  • Name and contact information of your brokerage firm
  • Full name of stock being transferred (not just stock code)
  • Number of shares being transferred
  • Anticipated date of transfer
  • Information on how your donation should be designated/distributed

 

Beth Steensrud
InterVarsity Christian Fellowship/USA 
P.O. Box 7895 Madison, WI 53707-7895 
beth.steensrud@intervarsity.org 
Toll Free: 1-866-734-4823 
Fax #: 608-274-7882

 

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InterVarsity Christian Fellowship/USA is a tax exempt nonprofit organization under 501(c)(3) of the IRS Code; all donations to us are tax deductible. Learn More