Make a stock gift to PLF

Gifts of appreciated stocks or mutual fund shares that have appreciated can have an immediate impact on Pacific Legal Foundation’s program while creating a favorable income tax deduction for you. This can be verified by discussing with your financial and tax advisors. To avoid exposure to capital gains tax, the stock must be transferred to Pacific Legal Foundation. We then sell the stock from our account.

The simplest way to make a gift of stock is to contact your broker and electronically transfer the stock from your account to our account at UBS Financial Services. Follow these simple steps:

  • Call Pacific Legal Foundation at 1-800-847-7719 or use our wire transfer instructions to inform your broker that you would like to make a gift of stock.
  • Provide your broker with the information below:

UBS AG/ UBS Financial Services
Address: Weehawken, NJ 07086
DTC: #0221
Further Credit: KS06671, Pacific Legal Foundation
Tax ID#: 94-2197343

Contacts: Jonathan Bolter, Senior Vice President or Tricia Hawkins, Senior Wealth Strategy Associate
Phone: 1-(844) 233-8684
Fax: 1-(855) 420-5472

Please ask your broker to let us know when the transfer has been made so that we may acknowledge your generosity.