Gifts of Stock or Other Appreciated Securities

Thank you for considering a gift of stock or other appreciated securities. Your generosity 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.

Stock Transfer Instructions

There are 2 steps to make a stock or securities gift:

Step 1: Give your broker/custodian the following instructions.

PBS SoCal's Broker Information:

JPMorgan
DTC Clearing Number: 0352

For Deposit To:

PBS SoCal
3080 Bristol St, Suite 100
Costa Mesa, CA 92626

Account Number: 72079385
Federal Tax ID Number: 95-2211661
Non-Profit Status: 501(c)(3)

JPMorgan Contact
David Levine
2029 Century Park East, Suite 3700
Los Angeles, CA 90067
310-201-2634
David.j.levine@jpmorgan.com

 
Step 2: Send the following information to Kara Smith at advancement@pbssocal.org so that we may promptly recognize your gift:

• Your name, address, email and phone number
• Your bank's or broker's name
• Name of the securities being transferred, number of shares and timing of transfer

Please consult with your professional advisor for advice regarding the full impact of your charitable giving on your financial and/or legal circumstances.