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.
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.
Electronic Securities Transfer
To transfer stock electronically, please contact your broker with the information below.
Once you have facilitated the stock gift through your broker, please complete the Stock Gift Form and either email or mail it to:
12345 El Monte Road
Los Altos Hills, CA 94022
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.
You may also give a gift of pre-IPO securities.
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 acknowledgment from the Foundation will provide the details you will need for tax returns.