Stock & IRA Gifts

E3: Education, Excellence, & Equity welcomes gifts of publicly traded stocks, mutual funds and bonds. 
As with any gift to E3: Education, Excellence, & Equity, please consult your tax advisor for the tax benefits for your charitable contribution.

Stock Transfer Instructions 
Please contact your broker with transfer instructions (below) and immediately notify our Development Department that a stock transfer will be made: email or call (415) 578-2154. E3: Education, Excellence, & Equity will send an acknowledgment letter upon receipt.

If the stock is in a brokerage or bank trust account:

  • Instruct your broker/banker to transfer the gifted stock to E3: Education, Excellence, & Equity's account at Wells Fargo Advisors, LLC with the following information:
    1. Account Name:  E3: Education, Excellence & Equity
    2. Address of  E3: Education, Excellence & Equity's broker address: P.O. Box 66535 St. Louis, MO 63166-9954
    3. E3: Education, Excellence & Equity’s account number: 8041-1855
    4. DTC# (Deposit Trust Co.): #0141
    5. JuanCarlos Arauz, (415) 578-2154, admin@e3ed.
If the gift is in the form of a stock certificate registered in the donor’s name:

  1. Ownership of the appropriate number of shares must be transferred to E3: Education, Excellence, & Equity and new certificate/s issued. Please contact our Development Department, by email or call (415) 578-2154, for further instructions.
When notifying E3: Education, Excellence, & Equity that a stock transfer will be made, please provide the following information:

  1. Name of security, number of shares, name of donor’s broker or bank, if applicable
  2. Your name, address, and telephone
  3. The purpose of your gift (e.g. Annual Fund, pledge payment, other)
If you prefer to mail this information:

E3: Education, Excellence, & Equity
P.O. Box 151562
San Rafael, CA 94915-1562

E3: Education, Excellence, & Equity is a 501 (c) 3 not-for-profit corporation. Tax ID#20-2693584.

Thank you for your support.