Many supporters choose to make charitable gifts of securities to TransForm because it can be a wonderful way to help support our mission and possibly reduce personal capital gains. TransForm appreciates your interest in supporting our work through a gift of stock.
Our account is held at UnionBanc. Once you have instructed your broker to transfer a gift, please notifiy Senior Development Manager, Anjali Mehta, email@example.com or 510.740.3150 x 315. We will inform UnionBanc of the gift and ask that securities are sold immediately and funds transferred to TransForm.
Bank Name: UnionBanc Investment Services
Account Name: TransformCA, DBA: TransForm
DTC Number: 0226 (DTC Number begins with a zero)
Account Number: 0BP-507334 (account begins with a zero)
Please direct any questions concerning gifts of stock to Shannon Tracey, Interim Development Director, at 510-740-9303 or firstname.lastname@example.org