For Professional Advisors
As of June 2013, we changed our name from PRBO to Point Blue Conservation Science. Estate gifts are also accepted under PRBO, PRBO Conservation Science, and Point Reyes Bird Observatory. If you have any questions, please contact Nancy Gamble, Director of Individual Giving at 707.781.2555, x324 or firstname.lastname@example.org.
Estate gifts will continue to be accepted under PRBO, PRBO Conservation Science, and Point Reyes Bird Observatory.
As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.
The creation of an estate plan ensures that your personal, financial and philanthropic goals continue to be met beyond your lifetime. By including Point Blue in your estate plan, you can have the satisfaction of knowing that you are making a lasting difference for conservation in California and throughout the West.
If you have named Point Blue in your estate plan, we hope you will share this with us. We would be honored to welcome you to our Tern Society and would love the opportunity to express our gratitude.
If you choose to include Point Blue in your will or estate plan, our organization should be named as follows: Point Blue Conservation Science, a nonprofit corporation, organized and existing under the laws of California, and with principal business address of 3820 Cypress Drive #11, Petaluma, CA 94954. Tax ID # 94-1594250.
Please feel free to contact us directly for information or assistance on a confidential basis.
Gifts You Can Make
Legal Name: Point Reyes Bird Observatory dba Point Blue Conservation Science
Tax I.D. Number: 94-159425
Broker Contact: Charles Schwab & Co. P.O. Box 52013 Phoenix, AZ 85072 Phone: 1-800-515-2157 Account Name: Point Reyes Bird Observatory (note, this is still our legal name) Account # 1820-6448 DTC # 0164 Tax ID#: 94-1594250 Morgan Stanley Smith Barney 750 Lindaro Street, Suite 300 San Rafael, CA 94901 Attn: Catheryne DiPrete, CFP Phone:415-482-1505 Fax: 415-451-1401 Account name: Point Reyes Bird Observatory (note, this is still our legal name) Account#: 172-069-405-777 DTC# 0015 Tax ID#: 94-1594250 To ensure that we process your transfer in a timely manner, please call, email, or fax us at the time of your transfer:
Incorporated in: Petaluma, CA
Stock Transfer Instructions
The following information is useful for a stock transfer to Point Blue's Charles Schwab & Company or Morgan Stanley Dean Witter accounts:
Charles Schwab & Co., Inc.
P.O. Box 52013
Phoenix, AZ 85072
Account Name: Point Reyes Bird Observatory
Account #: 1820-6448
DTC # 0164
Point Blue Tax ID #: 94-1594250
Morgan Stanley Smith Barney
1101 Fifth Ave.
San Rafael, CA 94901
Attn: Catheryne DiPrete, CFP
Account name: Point Reyes Bird Observatory
Point Blue Tax ID#: 94-1594250