It is a simple and straightforward process if you’d like to make a gift of stock to the World Affairs Council of Orange County.
Instruct your brokerage account manager or firm to initiate the securities transfer request to:
World Affairs Council of Orange County
2151 Michelson Drive Suite 264
Irvine, CA 92612
ACCT# 5295-7633 (Charles Schwab Brokerage Account)
Schwab DTC No: 0164
949-354-3180
Transfers can be done electronically or by mail.
If you are sending actual stock certificates, they need to be mailed to the following address. Please include our brokerage account number (ACCT # 2285-5930) and your contact information in your cover letter as our Financial Advisor will be following up with you.
Lucinda Salinas, CFP, CLU
Financial Advisor
Cornerstone Wealth Advisors, Inc.
24681 La Plaza, Suite 320
Dana Point, CA 92629
If you need to reach Lucinda Salinas directly, please contact her via email or by phone:
Email: l.salinas@cwainvestors.com
Phone: 949-240-4411
It is important that the securities be transferred to the World Affairs Council of Orange County’s account prior to being sold in order to avoid capital gains taxation.
