Donating Stock

It can be tax-advantageous to donate appreciated stock to a nonprofit. If you choose to donate stock to the Moraga Education Foundation, please follow these steps:

  1. Instruct your broker to make a stock transfer to UBS Financial Services, DTC#0221, for credit to account KW 10944-SR, Moraga Education Foundation.

  2. 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.

  3. 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!