510-642-6791 | givesecurities@berkeley.edu

 

We encourage donors to transfer gifts of publicly-traded securities to one of the UC Berkeley Foundation’s brokerage accounts by completing and submitting one of the transfer forms below.

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Our primary and preferred brokerage account is with Morgan Stanley, and is appropriate for most gifts of securities. Also, all transfers of mutual funds must be sent to our Morgan Stanley account. If you intend on transferring mutual funds, please always contact us at 510-642-6791 immediately as certain steps must be taken before the transfer is initiated.

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The UC Berkeley Foundation also has a brokerage account with Charles Schwab, primarily for our donors who also have Schwab accounts.

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Wire transfers are most commonly used for gifts made from outside the United States. You should alert UC Berkeley that a wire transfer has been made. Automated Clearing House (ACH) transfers, on the other hand, can be sent only from domestic banks, and a unique routing number must be used for ACH transfers: 121000358. ACH transfers will not work from international banks.Please contact us for help with a wire transfer or ACH transfer at either 510-643-9789 or gifthelp@berkeley.edu.

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Donating tangible personal property is an increasingly popular and useful way to support the campus. To determine if your item is appropriate as a gift-in-kind, please contact us at 510-642-6791 or giftinkind@berkeley.edu.

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​Connect with us about strategic partnerships with corporations and foundations. The Office of Corporate and Foundation Relations (CFR) facilitates and strengthens strategic corporate and foundation partnerships for the University of California, Berkeley. Find out more information here.