Donating appreciated securities is an efficient way to support EBCF’s impactful work in the East Bay. Please reference the instructions below. Thank you!
1. In order to ensure that your gift is credited properly, please complete the following online form. You can also share stock and donor information via an email to finance@eastbaycf.org or over the phone at (510) 208-0811.
After East Bay Community Foundation receives this form submission and our broker confirms the donation of securities, an official acknowledgment letter indicating the number and type of shares received and date the stock was converted into a gift will be issued.
2. Share the following information with your advisor or financial institution:
Broker: Steve Baumhoff
Phone: 415-796-5098
steven.baumhoff@usbank.com
National Financial Services LLC
DTC #: Ø226
For credit to: National Financial Services
Account#: ØBP798337
East Bay Community Foundation
East Bay Community Foundation’s tax identification number (EIN): 94-6070996. EBCF is a registered 501(c)(3) nonprofit organization. Contributions are tax-deductible as permitted by law.
3. If you have any questions or would like to speak with staff, you can reach us at: philanthropy@eastbaycf.org or (510) 208-0845.
