Securities and Stock Gifts

Giving gifts of stock is an easy and tax-wise way of support Pacific Oaks.  If you're considering making a stock gift, you will need to give the following delivery information to your broker to make a gift to Pacific Oaks:

Broker Name: Michael Healy, Smith Barney

Phone: 626-683-4645

For the benefit of: Pacific Oaks

DTC #: 0418

Account: 235-04301-18-773

Federal ID #: 95-1716809

It is important to notify Pacific Oaks when you have completed your request to your broker. To ensure that your gift is properly credited and recognized, please contact Advancement at 626.397.1324 or email.