One-time stock gift
You can make a one-time gift or fulfill your financial commitment to Upper Room through a gift of stock. In order to initiate a gift of stock to Upper Room Community, please contact your Financial Consultant/Brokerage Firm and provide them with the following:
Name of Upper Room’s brokerage firm: Charles Schwab
DTC delivery # for Charles Schwab: 0164
Upper Room’s Charles Schwab Account Number: 3532-4196
In addition, please fill out this form to notify Upper Room of your gift so that we can process it in a timely manner and provide you with a giving statement.