Instructions for Giving Stock to the International Community Foundation
Your broker may electronically transfer the gift directly to our account at Union Bank as follows:
- Union Bank
- DTCC #0226
- National Financial Service s LLC
- 200 Liberty St., 5th Floor
- New York, NY 10281
- NFS account number: #0BP-648329
- Contact: Elizabeth Kilmer, Financial Advisor, Union Bank Investment Services, Direct 619-230-4430 | Fax 619-230-4514, 530 B Street, Suite 100, MC: S-100| San Diego, CA 92101; elizabeth.kilmer@unionbank.com
- It is important that you (or your broker) submit the Stock Donation Form and send us via email (yahaira@icfdn.org) or fax (619)-336-2249 that the gift is being wire transferred to our account as the stock will arrive in our account without identification. Please include a mailing address where we can send a tax receipt.
- When your stock gift is received, the International Community Foundation will mail you a tax receipt stating the name of the stock, the number of shares and the fair market value on the date it was received by the International Community Foundation.
If you need further assistance, please contact us at (619) 336-2250.
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