Stocks, Bonds & Mutual Funds

Please contact Judith Katz at CLEE (510-642-7235/jkatz@law.berkeley.edu) if you want to designate your gift to a particular program, or if you have any questions about the below.  

Make your gift of publicly-traded securities to CLEE by completing and submitting one of the transfer forms below.

For more complex securities or those that require special handling, please transfer them to UC Berkeley Foundation’s account with Morgan Stanley. If the securities are easily and quickly traded, and may not require special handling, please transfer them to UC Berkeley Foundation’s account with Charles Schwab. (If you are unsure about which form/broker to use, please contact 510.642.6791 or givesecurities@berkeley.edu.) Link to Morgan Stanley form. Link to Charles Schwab form. 

If you intend on transferring mutual funds, please call 510.642.6791 immediately as certain steps must be taken before the transfer is initiated. Mutual funds must always be transferred to UC Berkeley Foundation’s Morgan Stanley account.

When you have filled out the transfer form, please (1) provide a copy to your broker and(2) email a copy to UC Berkeley at givesecurities@berkeley.edu. We cannot sell securities without first identifying the donor.