Donor Delivery Instructions

Each time that you make a gift by electronic transfer, please be sure to contact the Donor Services Department by phone at (510) 208-0819 or email at DSAS@eastbaycf.org with your name and the details of the gift you are making.

 

Cash Wire, ACH or Electronic Funds Instructions:
To make a gift of cash by wire, ACH or electronic funds transfer, please contact Donor Services at (510) 208-0819 or DSAS@eastbaycf.org.

 

For Stocks and Bonds Held at DTC:
Write a letter to your broker instructing him/her to transfer your securities to East Bay Community Foundation by DTC at this address:

National Financial Services
#0226
For Northern Trust Securities, Inc. A/c #: NT2- 047570
N/o: East Bay Community Foundation

 

For Physical Certificates:
Mail or hand deliver with stock powers, to:

Director of Donor Services
East Bay Community Foundation
De Domenico Building
200 Frank H. Ogawa Plaza Oakland, CA 94612

Please contact the Foundation to get a stock power. A physical security will need to have a medallion guarantee either on the certificate or on the stock power.

 

Mutual Fund Instructions:
If you are donating a gift from a mutual fund, and your mutual fund is held in a broker’s trading account, please give your broker the following directions:

National Financial Services
#0226
For Northern Trust Securities, Inc. A/c #: NT2- 047570
N/o: East Bay Community Foundation

If you are donating a gift from a mutual fund that is not held by your broker, please contact Ed Harris (eharris@eastbaycf.org or 510-208-0829) for further directions.