Gifts of 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.
Jim Katzinski, Gift Planning Officer
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. Provide your broker with the information below:
UBS AG/ UBS Financial Services
Address: Weehawken, NJ 07086
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 Jim Katzinski know when the transfer has been made so that we may properly credit your contribution and acknowledge your generosity.