Ways to Give

Stocks and Securities

Gifts of stock or other appreciated property offer two-fold tax savings. Donors pay no capital gains on the increased value of the appreciated property and receive an income tax deduction for the full market value at the time of the gift. 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 CenterDTC Clearing #0226: Fidelity Investments (National Financial Services)

Program Details

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