Gifts of Stock

A gift of stock not only helps the Community Center, but you, the donor, may be able to receive an additional tax benefit!

Please consult your tax advisor to determine the full deductibility and timing of your donation.

A gift of appreciated securities may be right for you if:

  • You want to diversify your assets without having to pay the capital gains taxes that would result from the sale of appreciated stocks, bonds or mutual funds.
  • You are holding stocks, bonds, or mutual fund shares for more than a year and they have increased in value.
  • You want to make a gift that does not affect cash flow or liquidity.

If you wish to donate stock, please give your broker the following information:

Account number: Z40-122451

Name of account: San Geronimo Valley Community Center

DTC Clearing #0226: Fidelity Investments (National Financial Services)

Please call 415-488-8888 or email so that we know the transfer of gifts is coming and we can identify your gift when it comes into our account.