Stock

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.

Transfer Instructions:

Our account is held at UnionBanc. Once you have instructed your broker to transfer a gift, please notifiy Senior Development Manager, Anjali Mehta, amehta@transformca.org 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
FEIN: 72-1521579
DTC Number: 0226 (DTC Number begins with a zero)
Account Number: 0BP-507334 (account begins with a zero)

If you would like to contact UnionBanc directly, please call Brian Batt or Steven Baumhoff at 415-705-7186 (phone) or 415-705-7151 (fax).

Please direct any questions concerning gifts of stock to Senior Development Manager, Anjali Mehta, 510-740-3150 ext 315 or amehta@transformca.org.