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To transfer stock or funds electronically, please follow these instructions:
1. Notification of Donor Intent
For audit and acknowledgment purposes, provide the following information:
- Donor’s name and complete address
- (For securities only) Name and number of securities being transferred
- Broker’s name and phone number
- Approximate dollar value of gift
At the time of the transfer, please send the notification by email or regular mail to:
| GirlSource Attn: Leticia Hernandez 1550 Bryant Street, Suite 675 San Francisco, CA 94103 E-mail: leticia@]girlsource.org Phone: 415-252-8880 x304 Fax: 415-252-8884 |
2. Electronic Transfer of Securities
Give the following information to your broker to facilitate the electronic transfer of stock or funds:
| Brokerage: RBC Dain Rauscher SRI Wealth Management Group 345 California Street, 29th floor San Francisco, CA 94104 DTC number: 235 Account Number: 1101-4300-0130 Account Name: Girlsource Tax id# 94-3333855 Phone 415-445-8308 Fax 415-445-8313 Attn: Catherine Chen |
