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Instructions for Stock Delivery PDF Print E-mail

Procedures for handling gifts of securities:

a  By Mail: 

        Mail the physical Stock Certificates to:

       UBS FINANCIAL SERVICES, INC.  (DTC #0221)

Attention: Mr. Tom Collins

555 California Street, 34th Floor

San Francisco, CA  94104

Telephone: 415-576-3775 or 800-873-0200

FAX: 415-576-3712

 

        Be sure the Account Number FG-03718 is written on all certificates.

        BCA Endowment Foundation Federal Tax-ID Number: 94-2857583

a  Wire Transfer:

a) Have your stockbroker/brokerage house transfer your donated stock directly to:

       UBS FINANCIAL SERVICES, INC.

Account #FG-03718

Buddhist Churches of America Endowment Foundation

Restricted Pool Account

b) Inform the BCA Endowment Foundation of the transfer of stock, the Corporate Stock name, and number of donated shares.  Also, please provide donor’s name and address for proper acknowledgement.  Write or call:

BCA ENDOWMENT FOUNDATION          Federal Tax ID #94-2857583

1710 Octavia Street, 3rd Floor

San Francisco, CA  94109-4341

Telephone: 415-776-5068

FAX: 415-776-5065

a  Contact the BCA Campaign Office:

        Call the Campaign Office at 510-809-1453 to notify staff that a stock transaction is about to take place.  You can also send an e-mail message to This e-mail address is being protected from spam bots, you need JavaScript enabled to view it

 
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