Gifts of Appreciated Stock

We accept gifts of appreciated stock

Consider gifting donated shares of both publicly and privately held corporations, stock options and shares of mutual funds to La Casa. To make a stock gift, please notify your broker that you wish to transfer securities into La Casa’s brokerage account at Union Bank. You will need to give your broker the following information:

FBO: La Casa de las Madres/US Wealth Management Services

Account Number: 0BP-769372

DTC Clearing: 0226

EIN: 94-2330864

Ready to donate?

Please let us know you are making a gift. In order for us to properly receive the gifted shares and to provide an accurate acknowledgement for your tax records, please send the following information to donations@lacasa.org when you instruct your broker to transfer securities into our Union Bank brokerage account:

• Your name (donor)

• Type and number of shares being transferred

• Name and phone number of your broker/brokerage account

• Mailing address/telephone number (optional) and contact preference for acknowledgment

Sending notification by mail, please address to:

• Lusero Arias, Executive Director

  1269 Howard Street

  San Francisco, California 94103

Thank you for your support!