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Give securities

 

Securities or Stock Gifts

By giving a gift of stock or securities, you will avoid capital gains taxes and be able to claim a tax deduction for the full market value of the stocks or bonds up to 30% of your adjusted gross income. Here's how:

Please Notify the Foundation of Your Gift!

Whether you choose to transfer stock electronically or send certificates directly, please notify the Foundation of your pending transaction so that we can promptly process your gift and acknowledge your generosity.

To transfer stock electronically, please contact your broker and complete a Stock Gift Form and mail or fax it to:

FHDA Foundation
12345 El Monte Road
Los Altos Hills, CA 94022
Fax: 650/949-6108
Email: foundation@fhda.edu

Thank you for your support!

Electronic Securities Transfer

The following information will enable your broker to facilitate the transfer of stock:

Brokerage:
UBS Financial Services, Inc.
Contact: Neil Gavande
775 Page Mill Road
Palo Alto, CA 94304-1003
Phone: 800-523-5868
DTC Number: 0221

Account Number: Account #OA28281

Account Name: Foothill De Anza Community College Foundation.

Securities Delivered by Mail

Certificates must be endorsed and accompanied with a letter gifting the stocks to the Foundation or with our Stock Gift Form

Deliver them in person and give us a chance to thank you right away or send them by certified mail to the address above.

Pre-IPO Securities

You may also give a gift of pre-IPO securities.
Please call the Foundation Office at 650/949-6230 for more information.

Your tax deduction will be based on the average price for the stock on the day it transfers electronically into the Foundation's account or the day we receive the certificates in our office. Your letter of acknowledgement from the Foundation will provide the details you will need for tax returns.

 
 

 

Last Updated: Friday, November 16, 2007 at 11:47:35 AM
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