Gifts of Stock or Securities

Electronic Transfer of Stock or Securities

Electronic or depository trust company (DTC) transfer of stock through a broker can be made through our account with Charles Schwab.

DTC #0164, Code 40
DC Fiscal Policy Institute
Account #49601711

Federal Tax ID #:
83-2103918

With technical questions regarding stock transfers, please contact call Charles Schwab customer service at (800) 435-4000. For a tax receipt, please contact Todd Gray at todd@dcfpi.org once you request the transfer. Please confirm the name and number of shares, as this information is rarely included with the stock transfer.

Accessibility Adjustments

Accessibility Commitment for DC Fiscal Policy Institute

At DC Fiscal Policy Institute, we are committed to making our digital presence as accessible and inclusive as reasonably possible for all users, including individuals with disabilities. Our goal is to improve the usability of dcfpi.org and to support a more accessible experience for everyone, regardless of their abilities or the technologies they use.

Our Approach to Accessibility

We aim to align with the Web Content Accessibility Guidelines (WCAG), which define internationally recognized standards for digital accessibility. While full compliance cannot always be guaranteed, we strive to implement improvements where feasible and regularly review accessibility-related aspects of our website. Accessibility is an ongoing process, and we are committed to improving the experience over time as technologies, standards, and user needs evolve.

Accessibility Features

To support accessibility, dcfpi.org may utilize tools such as the OneTap accessibility toolbar. This interface provides users with a range of helpful features, including:

Adjustable text size and contrast settings
Highlighting of links and text for better visibility
Full keyboard navigation of the toolbar interface
Quick launch via keyboard shortcut: Alt + . (Windows) or ⌘ + . (Mac)

Please note the following:

The availability and effectiveness of these features depend on the website's configuration and ongoing maintenance.
While we strive to ensure accessibility, we cannot guarantee that every part of dcfpi.org will be fully accessible at all times. Some content may be provided by third parties or affected by technical constraints beyond our immediate control.

Feedback and Contact

We welcome your feedback. If you experience any accessibility barriers or have suggestions for improvement, please contact us: Email: info@dcfpi.org We are committed to reviewing all inquiries and aim to respond within 3–5 business days. If you require assistance accessing any part of this website, we are happy to provide support through alternative channels upon request. Last updated: February 11, 2026

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Focused browsing, distraction-free

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