Donate Stock

By contributing appreciated securities, you could make an impactful community investment while gaining valuable tax advantages such as eliminating capital gains tax, ability to claim market value, and year-end tax breaks. Your financial advisor can help answer questions about your specific tax circumstances. You will receive a tax receipt upon once your stock donation has been received.

Please follow these instructions:

1) Please notify us of your impending gift through this form.

2) Transfers of marketable securities to fiscally sponsored projects of Community Initiatives should be directed to:

INVESTMENT BROKER: Union Banc Investment Services
350 California Street, Plaza Level
San Francisco, CA 94104

Vice President
PH: (415) 705-7186
FX: (415) 705-7151

DTC number: 0226
FBO, Community Initiatives, account number 0BP-771498
(please note the first digit of the account number is zero)
For questions, please call Brian Batt at (415) 705-7186

TO BENEFIT: “Help a Mother Out, a project of Community Initiatives”

For questions or further information contact:

Antonio Choy Koo, Controller, Community Initiatives
Subject: Stock transfer to HAMO FSP #6271
Fax: 415-230-7701 or Email