Healing families. Strengthening communities.

Gifts of Stock

Thank you for your interest in and generous support of Uplift Family Services. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly. To help you facilitate a gift of stock, please use the following instructions.

Note: Our tax I.D. number is 94-2295953.

Notification of Donor Intent

Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgement purposes:

  1. Donor's name and complete address
  2. Name and number of securities transferred

You may use the gift form, provide a letter, or send an email to communicate this information at time of transfer to:

Aviana Gracial
Tel (323) 769-7111
Fax (323) 463-0619
Email: aviana.gracial@upliftfs.org

Securities Delivered Electronically

The following information will enable your broker to facilitate an electronic transfer of stock:

Brokerage: Charles Schwab & Co
Tel (800) 435-9050

DTC Number: 0164
Account Name: Uplift Family Services (Tax ID# 94-2295953)
Account Number: 8387-7056

Securities Delivered by Mail

Mail your unendorsed certificate(s) and stock power, in separate envelopes, by registered mail, to:

Uplift Family Services
Attn: Fund Development
251 Llewellyn Drive
Campbell, CA 95008

A stock power form is provided for your convenience.

If you have any further questions, please call Aviana Gracial at (323) 769-7111. Again, many thanks for your interest in supporting the work of Uplift Family Services.