The most convenient way to transfer securities to The Orange County Rescue Mission is through an electronic transfer. Simply instruct your broker to electronically transfer your securities out of your account into The Orange County Rescue Mission’s UBS Financial Services, Inc. account. Your broker will need the following information:
Account number: XV 39927
DTC number: 0221
Account name: Orange County Rescue Mission
Please be sure to contact us once your transfer has been completed! This is very important, especially if the gift has been transferred electronically to our account or a certificate has been issued in the name of The Orange County Rescue Mission, since your name will not be associated with your donation. We would also like to say “thank you” personally as well as provide you with an acknowledgment letter for your tax purposes.
For more information about tax-savvy ways to donate appreciated stock to charity from The Wall Street Journal, click here…
For more information, please submit the form below or contact Anna Song at 714-247-4377 or [email protected].
- Mutual Funds
- Certificate Transfer
- Electronic Transfer
- Employee Owned Stock
- Mutual Fund Transfer