Most stocks, bonds, and mutual funds can be transferred electronically. Talk to your accountant or financial adviser about the benefits such a gift may provide for you.
To ensure proper and timely acknowledgment of your donation, please:
1. Notify our office of the transfer by emailing email@example.com
2. Share our account information with your stock broker or financial adviser to ensure your gift is transferred to CCUSA.
DTC Number: 0221
Account Number: KP14600/SS
Broker: UBS Financial Services UBS Institutional Consulting – Menlo Park Team
3. Please instruct your broker to include your name and address when your stock transfer is made.