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Gifts of Securities

Gifts of Securities

There are two ways to make a stock gift to CLS. Below we have listed the pertinent information you will need to make a transfer.  To gift mutual fund shares, please contact the Development Unit.

Electronic Transfer

  • Our depository trust company is PNC Investments, LLC
  • Their DTC number is 0226
  • Our account number with them is 097-072231
  • Our contact person is Dianne Capponi; telephone 215-585-8043, fax 215-585-1157
  • Stock must be transferred to the specific name: Community Legal Services, Inc.
  • Our tax identification number is 23-1671562

Certificate Transfer

  • The person to whom the shares are registered should sign the back of the certificate and authorize that the shares are to be deposited to the Community Legal Services, Inc. account #097-072231.
  • The certificate should be sent by registered mail to:

PNC Investments, LLC

Attn: Dianne Capponi
1600 Market Street, 8th Floor
Philadelphia, PA  19103

Your generous support is extremely important to us, and our desire is to handle your charitable gift in a professional manner that honors your intent. In order to effectively track and recognize your gift, please let us know when you have transferred the stock, and the number and type of shares. You can reach our Development Unit at 215.981.3731. Thank you.