Securities Transfer Information & Contacts
Charles Schwab Account at Kaspick & Co.
Phone: (650) 585-4120
DTC #0164 - Account #5084-1964
Cal Poly Foundation Contact
Lisa Rockwell-Harpster, Trust Administrator
Cal Poly Corporation
Administration Building #15
San Luis Obispo, CA 93407
Phone: (805) 756-5577
Please inform your broker and The Cal Poly Foundation contact before initiating a DTC transfer. Be sure to Include information concerning security description, shares and transfer initiation date.
Important IRS Rules Reminder
Pursuant to Internal Revenue Service regulations, the effective date of the gift for valuation and charitable deduction purposes is the date the securities are transferred into the Foundation's brokerage account. If the transfer needs to be made by a specific date, please allow sufficient time for DTC transfer to take place.