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:
Account Manager: Brian Batt
Direct Line: (415) 705-7186
Toll Free Number: (800) 634-1100
FBO: La Casa de las Madres/UnionBank Investment Services
Account Number: 0BP-769372
DTC Clearing: 0226
Ready to donate?
Please notify La Casa when you instruct your broker to transfer securities into our Union Bank brokerage account.
In order for us to properly receive the gifted shares and to provide an accurate acknowledgement for your tax records, please send us the following information:
Type and number of shares being transferred
Name and phone number of the donor’s broker
Please address all notifications to:
Kathy Black, Executive Director
1663 Mission Street, Suite 225
San Francisco, California 94103