Thank you for your interest in supporting Orange County Rescue Mission. To help you facilitate a gift of stock, please use the following two simple steps:
STEP 1 – Initiate the Stock Transfer
The most convenient way to transfer securities to Orange County Rescue Mission is via electronic transfer. Simply contact your broker to initiate the transfer of your securities from your account into Orange County Rescue Mission’s account with the following information:
UBS Financial Services: 20 Pacifica, Suite 1500, Irvine, CA 92618
DTC number: 0221
Account Name: Orange County Rescue Mission (Tax ID# 95-2479552)
Account Number: XV 39927
Click here to download a sample letter to send to your broker to initiate the transfer.
STEP 2 – Notify Orange County Rescue Mission
Please be sure to contact us once your transfer has been completed so that we may send you an acknowledgment letter for your tax purposes. This is important because the donor’s name is not always included with the electronic transfer of stock or a certificate that has been issued in the name of Orange County Rescue Mission. You may notify us through one of the following ways:
1. Use the sample letter provided above and send us a copy of the letter to:
Orange County Rescue Mission
Kyle Houlton, Chief Development Officer
1 Hope Drive
Tustin, CA 92782
2. Email or call Kyle Houlton, Chief Development Officer:
Kyle.Houlton@RescueMission.org
(714) 787-6182
3. Complete the form below
For more information about tax-savvy ways to donate appreciated stock to charity from The Wall Street Journal, click here…
If you have any questions, please contact Kyle Houlton at 714-787-6182 or Kyle.Houlton@RescueMission.org
Securities
- Stocks
- Mutual Funds
- Certificate Transfer
- Electronic Transfer
- Employee Owned Stock
- Mutual Fund Transfer
