| In order to properly track and credit your stock donations, please take the following steps:
- Instruct your broker to make a stock transfer to UBS Financial Services, DTC#0221, for credit to account KW 10944-SR, Moraga Education Foundation.
- Notify MEF’s UBS broker of record Rob Schneider (925.937.1200 or robert.m.schneider@ubs.com) of the following: donor name, name of security, and when the transfer will occur.
- Notify MEF of the stock gift at 925.376.0934 or MEF@moragaeducation.org. Include donor name, name of security, and when the transfer will occur.
Thank you for your donation. You are creating possibilities for every Moraga public school student! |
