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Cy Pres - Gifts of Stocks - Planned Gifts & Bequest

Stock Donations

If you'd like to give a gift of stock, here are the steps you should follow:

  1. Tell your broker that you would like to transfer stock to the Justice & Diversity Center of The Bar Association of San Francisco.


  2. Your broker will ask for the following account information:

        Attn: Kathy Prestigiacomo,  415-984-6608
        Morgan Stanley Wealth Management Account 
    #164-020785-906 DTC Number: 0015
  3. Send an email to slove@sfbar.org notifying us of your decision to make a donation of stock.  Here is a sample of what your letter should cover:
    I am writing to inform you that on [date], I 
    instructed my broker to transfer [number of shares] shares of 
    [company name and symbol] to the Justice & Diversity Center account. 
    
    Please call me at [your contact number here] if you have any 
    questions. My address is [your address here].
  4. For more information, please contact
    Steve Love, Director of Donor and Community Engagement
    slove@sfbar.org
    415-782-8917
    Justice & Diversity Center
    301 Battery Street, Third Floor San Francisco, California 94111

That's it! We'll send you an acknowledgement letter for tax purposes.

Cy Pres

Our programs benefit every year from cy pres awards directed to our programs by trial attorneys who know that they are highly suitable candidates for these class action residuals (and other funds resulting from lawsuits). If you have questions about how we serve the low-income community in matters from consumer debt, to domestic violence, to medical-legal partnerships, to high school and college programs, email Steve Love at slove@sfbar.org.

Planned Gifts & Bequests

We welcome planned gifts, bequest and other instruments which provide long-term sustainable funding for our programs.