Stock Transfer Gifts

If you are interested in donating to Abode by transferring stocks or other appreciating financial assets, the following information will help you.

Click and download this form or create a similar letter for your broker to use to transfer the stock to:

Progressive Asset Management
Attn: Tim Rich, Financial Advisor
Business Phone: 510-587-0800 ext. 1
Email: trich@progressiveassetmanagement.com

Brokerage: National Financial Services
Deliver to: DTCC #0226
Account Name: Abode Services
Account Number: 0X2-104477
Organization: Abode
Tax Exempt ID#: 94-3087060

When you transfer stock, please notify Abode Donor Support at donors@abode.org or 510-459-1663 and provide the name of the stock, number of shares you are transferring, and when the transfer will take place.

Thank you for your support!