Add Assets To Your Fund
As an EBCF fund advisor, there are many ways you can transfer funds into your account. EBCF can accept the following assets:
- Cash, credit card, or publicly-traded securities can easily be used to add philanthropic resources to a fund
- Closely held stock, real estate, or other real assets
- Complex Assets
Please note: Some gift types may require approval from EBCF’s Board of Directors.
Gift Delivery Instructions for Fund Advisors
In order to process your gift, our Finance team must have three pieces of information:
- Donor information
- Name of the fund to be credited
- Details of the gift
Please provide these details by email at email@example.com or by phone at 510-208-0811.
East Bay Community Foundation often receives gifts of securities without essential donor-identifying information. To ensure proper credit of your gift, please complete the online form. Complete stock and donor information may also be e-mailed to firstname.lastname@example.org or provided over the phone at (510) 208-0811.
Additionally, you can use the following information to transfer your securities:
Account Name: The East Bay Community Foundation
F/B/O NFS Account #: ØBP798337
For you have any questions, please contact our broker:
Attn: Steve Baumhoff
350 California Street, 18th Floor
San Francisco, CA 94104
If you prefer to mail a check, our mailing address is:
East Bay Community Foundation
c/o Director of Donor Services
De Domenico Building
200 Frank H. Ogawa Plaza
Oakland, CA 94612
All contributions to your fund at EBCF received or postmarked on or before December 31 will be credited to the 2023 tax year. (Please note that if your contribution is made after December 13, you will receive your tax receipt by January 20, 2024.)
Invest Your Funds
As an EBCF fund advisor, you can choose to invest your funds in one of four pools: a cash pool, a short-term pool, intermediate-term pool or a long-term pool. Use the Investment Change form to make recommendations for your investment allocations. Typically, fund advisors do not change their investments often, but when appropriate, EBCF will accommodate these changes on a quarterly basis.
Make a Gift to EBCF
Gifts made directly to East Bay Community Foundation are the best way to make an immediate impact on the present and future of the East Bay. All gifts made to EBCF are tax-deductible (Tax ID/EIN 94-6070996).
All contributions to EBCF received or postmarked on or before December 31 will be credited to the 2023 tax year. (Please note that if your contribution is made after December 13, you will receive your tax receipt by January 20, 2024.)
EBCF fund advisors can also support the Campaign for A Just East Bay with a grant from their Donor-Advised Fund. Please reach out to email@example.com for support or go to the Give Interactive donor portal (use code CAMP).
Make a Grant Recommendation
Fund advisors can make grant recommendations (which initiate grants to nonprofits) using their Give Interactive donor portal.
Grant recommendations to community organizations need to be made by the end of the business day Wednesday, December 13 to be processed and disbursed before the end of the year. Grant recommendations received after December 13 will be processed and disbursed in January 2024.
Fund and Grantmaking Policies
Fund advisor grant requests at East Bay Community Foundation are governed by our grantmaking and fund policies. These policies ensure that the philanthropic impact of grants made by EBCF align with the values of social justice and racial justice. These policies are periodically updated. All fund advisors should be familiar with these policies.
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