To make a stock gift, notify your broker that you wish to transfer securities into Berkeley Community Fund’s brokerage account at LPL Financial Services. You will need to give your broker the following information:
Account Transfers Department
LPL Financial Services
9785 Towne Centre Dr.
San Diego, CA 92121
Account Name: Berkeley Community Fund
Account Number: 1221-9231
DTC #: 0075 (first two digits are zeroes)
Please notify Berkeley Community Fund about the gift transaction at the same time you instruct your broker to transfer securities into our LPL Financial Services account.
When your stock is received in the Berkeley Community Fund account, unfortunately, we do not receive any information that identifies the donor. Therefore, we kindly ask that you please alert us in advance about the stock and number and type of shares you plan to donate.
You may notify us by contacting Colleen Sparks, Program and Marketing Assistant, at firstname.lastname@example.org or (510) 486-8413. Be sure to provide your name and address so that we may acknowledge your gift with a receipt.