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 Union Bank. Once you have instructed your broker to transfer a gift, please notifiy Development Manager, Dave Severy. We will inform Union Bank of the gift and ask that securities are sold immediately and funds transferred to TransForm.

Bank Name: Union Bank 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 Union Bank 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 Dave Severy, Development Manager.