Cy Pres - Gifts of Stocks - Planned Gifts & Bequest
If you'd like to give a gift of stock, here are the steps you should follow:
- Tell your broker that you would like to transfer stock to the Justice & Diversity Center of The Bar Association of San Francisco.
- Your broker will ask for the following account information:
Attn: Kathy Prestigiacomo, 415-984-6608
Morgan Stanley Wealth Management Account
DTC Number: 0015
- Send an email to firstname.lastname@example.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].
- For more information, please contact
Steve Love, Director of Donor and Community Engagement
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.
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 email@example.com.
Planned Gifts & Bequests
We welcome planned gifts, bequest and other instruments which provide long-term sustainable funding for our programs.