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How to Give Gifts of Stock

At the time of transfer, please contact Michael Bergler at Concordia University, (949) 214-3187 or [email protected] with the donor’s name, name of the stock being gifted, the number of shares, and the designation(s) of your gift. Providing this important information will ensure you receive a letter confirming the value of the stock on the date it was received.

Concordia University Foundation Account Information

DTC# 0221
Account: UJ 12404
Name: The Concordia University Foundation
Tax I.D.: 23-7326171

Brokerage Contact

June Bahr
UBS Financial Services
(949) 717-5688
[email protected]

888 San Clemente Dr., Suite 300,
Newport Beach, CA 92660

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