Stock and mutual funds at the YMCA

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Thank you for your interest in supporting the YMCA of Pierce and Kitsap Counties. To help you facilitate a gift of stock and/or mutual funds, please use the following information to guide you. If you have any questions, please do not hesitate to give Jennifer Schlatter, Executive Director of Philanthropy, a call at (253) 534-4703.

Stock Transfer

Step 1 - Initiate the Stock Transfer

Securities can be gifted to the YMCA of Pierce and Kitsap Counties by electronic transfer (in which your broker transfers shares using the YMCA's DTC number). It is necessary for you to contact your broker to initiate the transfer.

Step 2 - Send the Securities to the YMCA

To send electronically, ask your broker to donate through:
CB Financial Services
c/o Susan Esser
DTC number: 0701
Account Name: YMCA of Pierce and Kitsap Counties (Tax ID#91-0565562)
Account Number: 2FR04665

Step 3 - Notify the YMCA

To notify the YMCA of your stock transfer, please fill out the form below. 

 

Mutual Funds

Electronic delivery of mutual fund shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. The YMCA of Pierce and Kitsap Counties has accounts open at many of the large fund companies, which is necessary to initiate the transfer. However, we recommend that you contact us to confirm if an account number is available. It may be necessary for us to initiate an account to accept transfers of shares.

Please contact:
Jennifer Schlatter
Executive Director of Philanthropy
E-mail: jschlatter@ymcapkc.org
Phone: (253) 534-4703
 


Form for Notification

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