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East Palo Alto Micro-Business Initiative/d.b.a. Start Up welcomes
donation of stocks. Please use the following instructions to facilitate
a gift of stock. Electronic delivery of stock shares is the most secure
and expedient delivery process available, but you are welcome to use
our stock donation form, which can be submitted by mail, fax or email.
A charitable gift of stock provides an opportunity for tax savings
while generously supporting Start Up.
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 acknowledgment purposes:
- Donor's name and complete address
- Name and number of securities transferred
- roker's name and complete address
Ways to Donate Stock
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
by mail or fax.
Electronic delivery
Mail or fax stock donation form
Donate Securities by Mail
Electronic Delivery
The following information will enable your broker to facilitate
an electronic transfer of stock:
Start Up Brokerage:
Charles Schwab & Co.
Operations Center
P.O. Box 7368
San Francisco, CA 94120-9366
Account Name: EPA MBI, Start-Up, Inc.
Account Number: 8486-1447
DTC Clearing Number 0164 Code 40
Attention: Office of Development
Phone: (650) 321-2193
Fax: (650) 321-1025
Mail or Fax Stock Donation Form
- Download the form we have prepared to facilitate your stock
donation.
Stock Donation Form
(MS Word document)
PC Users: Right-click your mouse and select Save Target As...
Mac Users: Ctrl + click your mouse and select Save Target As...
- Fill out information
- Print form and mail or fax to:
East Palo Alto Micro-Business Initiative/d.b.a. Start Up
1395 Bay Road
East Palo Alto, CA 94303
Fax: (650) 321-1025
Donate Securities by Mail
Mail your unendorsed certificates and stock power by registered mail
to:
East Palo Alto Micro-Business Initiative/d.b.a. Start Up
1395 Bay Road
East Palo Alto, CA 94303
Note: East Palo Alto Micro-Business Initiative/d.b.a. Start Up
is a nonprofit organization pursuant to Section 501 (c)(3) of the
IRS Code, Federal Employer Identification Number 77-0366059. |