Give a Gift of Stock

To donate stock, please contact Linda Andersson so we can provide you the correct forms, credit you for the gift and send the proper acknowledgements.

Stock Transfer Instructions:

  1. Please send a signed letter to your broker holding the stock which states the following:

a) The name of the stock(s) and the number of shares you would like to transfer to Concern Foundation; and

b) Instructions to the broker to deliver those shares to First Republic Investment Management by way of their clearing firm, Pershing LLC, at

i. DTC Clearing #: 0443

ii. Account Name: Concern Foundation (IMA)

iii. Account number: A9G040256

  1. Please fax a copy of that letter to Concern Foundation, at (310) 473-8300, attn. Finance Manager. We need this copy in order to identify and accept your contribution.

  2. If you wish to deliver the shares in certificate form directly to Concern Foundation or to First Republic, please call the Finance Manager at the Concern office at (310) 360-6100.

  3. You will receive an acknowledgement of your contribution showing the market value on the date the stock was received in the Concern account at First Republic Investment Management, unless instructed otherwise.

If your account is currently at First Republic:

  1. Please send a signed letter to your investment specialist at First Republic stating the following:

a) The name of the stock(s) and the number of shares you would like to transfer to Concern Foundation; and

b) Instructions deliver those shares to First Republic Investment Management by way of their clearing firm, Pershing LLC, at

i. DTC Clearing #: 0443

ii. Account Name: Concern Foundation (IMA)

iii. Account number: A9G040256

  1. Please fax a copy of the letter provided to First Republic to Concern Foundation, at (310) 473-8300, attn. Finance Manager. We need this copy in order to identify and accept your contribution.

  2. You will receive an acknowledgement of your contribution showing the market value on the date the stock was received in the Concern account at First Republic Investment Management, unless instructed otherwise.

If you have any questions, please feel free to call us at the Concern office, (310) 360-6100. Thank you for remembering Concern Foundation and supporting our efforts to eradicate cancer.