Your gift of securities helps PBS SoCal increase its impact on-air, online, and in the field as the leading venue for the arts, education, and journalism for every home and classroom in the region.
To learn more about giving publicly traded stock, mutual funds, charitable IRA rollovers, and other investments, please contact Joseph Lima at (310) 280-8009 or email firstname.lastname@example.org. We look forward to working with you as you consider your plans.
It is important that we are informed what is being transferred, how many shares and, most importantly, donor name, mailing address, phone number, and email address. This allows us to send an acknowledgment and tax receipt, or follow up with any questions should they arise.
Please consult with your professional advisor for advice on the full impact of your charitable giving on your financial and/or legal circumstances.
Stock Transfer (DTC) Instructions
- PBS SoCal Broker:
Morgan Stanley LLC
1901 Main St, Suite 700
Irvine, CA 92614
- For Deposit To:
PBS SoCal (KOCE-TV Foundation)
3080 Bristol St, Suite 100
Costa Mesa, CA 92626
- Federal Tax ID Number: 95-3220724
Non-Profit Status: 501(c)3
DTC Clearing Number: 0015
Account Number: 229-112571-727