San Jose UU Stock Transfer Form

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Please provide the following information for stock to be transferred as a donation to the First Unitarian Church of San Jose, 160 North Third St, San Jose CA 95112. Please submit the form using the button on the last page. Please submit the form on or before the day you initiate the transfer so the treasurer can watch for the stock and sell it promptly. Without this information, we are not able to identify the source of the transaction.

If you have any questions, please contact the Treasurer at email address: treasurer@sanjoseuu.org.

Instruct your broker to transfer the stock itself directly to the account of the First Unitarian Church of San Jose at Charles Schwab account #3295-0525. Direct transfer of stock may provide tax advantages regarding capital gains compared to selling the stock yourself and sending cash; consult your tax advisor.

The tax ID number of the church (EIN number) is 94-1457775.

Email *

Donor Name *

Donor Street Address

Donor City State ZIP

Donor Phone number

Purpose of donation. If your choice is not listed, select Other and type it in. If you wish to split the donation among several purposes, select Other and list the purposes with a percentage of the total donation after each one. *

Annual pledge payment

Unrestricted donation

Capital Campaign

Endowment Fund

Other:

Donor stock broker (optional)

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