Stock & Other Assets

Thank you for your gift of stock or other assets. 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 via the Depository Trust Company (DTC) System

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

Step 1:

PBS SoCal’s Broker Information:

Morgan Stanley LLC

DTC Clearing Number: 0015
1901 Main St, Suite 700 Irvine, CA 92614 949-955-7538

For Deposit To:

Public Media Group of Southern California (PBS SoCal, KCET, Link TV)
3080 Bristol St, Suite 100 Costa Mesa, CA 92626
Account Number: 229-058067-727 Federal Tax ID Number: 95-2211661
Non-Profit Status: 501(c)(3)

Morgan Stanley Contact
Elizabeth S. Bernay
949-955-7538
Elizabeth.s.bernay@ms.com

Step 2:

• Your name, address, email and phone number
• Securities being transferred, number of shares and timing of transfer
• Name of the securities being transferred, number of shares and timing of transfer

Donor Advised Fund Gifts (DAF)

Interested in making a gift through a Donor Advised Fund? Please send a check (payable to Public Media Group of Southern California, PBS SoCal, KCET or Link^TV to 3080 Bristol Street, Suite 100, Costa Mesa, CA 92626.

Our tax ID is 95-2211661. Please ask your custodian to include your name on the check so that we may thank you.

Planned Gifts

Gifts can be made with:

Real Estate
Retirement Accounts
Trusts and Estates
Wills
Charitable Gift Annuities and Trusts

To give in any of these ways, please contact Nancy Baxter, nbaxter@pmgsocal.org, 747-201-5297. Learn more about planned giving.

We look forward to working with you as you consider your plans.

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