Instructions for Transferring Gifts of Stock

This convenient and thoughtful way to support Community Action's mission also offers potential tax advantages for donors. Here's how to make a transfer:

1. Provide your broker with the following information and ask him/her to credit the transfer to Community Action:


  • Account # 5UP-341950 / DTC number: 0443
    (cleared through Pershing; received by SagePoint Financial, Inc.)

  • If questions arise, contact Community Action’s broker:

  • Ellyn Greenwald, Lomas Financial Services

    221 South First Avenue, Hillsboro, OR 97123
    Phone: 503.681.2464
    Fax: 503.681.2512

2. Please send Community Action a written notification of the gift (by letter or email), including the name of the stock and the number of shares to be transferred. You might also include the name of your broker as a point of reference. Send this notification (and direct any questions) to:

  • Kemp Shuey, Interim Director of Advancement

    1001 SW Baseline Street, Hillsboro, OR 97123
    Phone: 503.693.3221
    Fax: 503.648.4175
    Email: kshuey@caowash.org

3. Rest assured your generous gift will assist in our work with our community partners to help low-income families and individuals strive toward self-determination.

* Community Action’s tax identification number is 93-0554941.