Stock Gifts and Donor Advised Funds

Give Through Your Donor-Advised Fund (DAF)

A Donor-Advised Fund is a simple, tax-efficient way to support The Warren Center.

If you have a DAF through a sponsoring organization such as Fidelity Charitable, Schwab Charitable, Vanguard Charitable, or a community foundation, you can recommend a grant directly to The Warren Center.

Why use your DAF?

✔ Strategic giving – Recommend grants when it works best for you.
✔ Tax-efficient – You’ve already received the tax benefit when you funded your DAF.
✔ Simple and flexible – Support the causes you care about in a streamlined way.

To recommend a grant, please use the following information:

Legal Name: The Warren Center
Tax ID (EIN):75-1282040
Address: 320 Custer Road, Richardson, TX 75080

If you would like your gift designated to a specific program or event, please indicate that in your grant recommendation.

Make a Gift of Stock

Donating appreciated securities is a powerful and tax-efficient way to support The Warren Center.

By transferring stocks, bonds, or mutual funds directly to The Warren Center, you may avoid capital gains tax while receiving a charitable deduction for the full fair market value of the asset (consult your tax advisor for details).

Why give stock?

✔ Maximize your impact – You may avoid capital gains taxes on appreciated assets.
✔ Increase your giving power – Often allows you to give more than you would with cash.
✔ Simple process – Electronic transfers are quick and secure.

To initiate a stock transfer, please provide your broker with the following information:

DTC Number: 0164

Code: 40 (required for securities transfers)

The Warren Center

Account number: 8939-5567

Receiving Firm: Charles Schwab & Co., Inc.

Tax ID (EIN): 75-1282040