Donating Appreciated Stocks

Did You Know You Can Give from Your Investments?

Giving cash is great, but donating stocks or other valuable assets can be an even better way to help. Here’s why:

  • Save on Taxes: If you donate stocks that have gone up in value, you won’t have to pay capital gains taxes like you would if you sold them yourself. This lets you give more without extra tax costs.
  • Give More: Stocks that have grown in value could allow you to make a bigger impact than giving cash alone. Your donation could go further to support the Ranch.
  • Create a Lasting Impact: Your gift isn’t just for today—it helps the Ranch for the future. By donating investments, you’re making a lasting difference.

Important: Everyone’s situation is different, so be sure to check with a financial advisor before donating.

Friends of the Fiscalini Ranch Preserve Stock Giving Instructions

Your broker may electronically transfer the gift directly to our account:

  • Brokerage House: Charles Schwab
  • DTC Number: 0164
  • Account Number: 9426-9195
  • Account Name: Friends of the Fiscalini Ranch Preserve
  • Additional Information for Reference Field: Donor Name
  • If needed, Employer Identification Number (EIN)/Federal Tax Identification Number (TIN): 91-2161009

Important Steps for Donating Stock

Please make sure that you (or your broker) notify FFRP by phone or email when your stock gift is being transferred. Since stocks arrive without identification, we need the following details:

  • Your financial brokerage name
  • Date of transfer
  • Stock ticker symbols and the number of shares for each ticket  

Also, please provide a mailing address where we can send a tax receipt. The donor’s full legal name (as it appears on tax returns) must be included.

Once your stock donation is processed, we will mail a tax receipt that includes:

  • The name of the stock
  • The number of shares donated
  • The date we received the gift

Your tax advisor can help determine the value of your gift.

If you need help, contact Friends of the Fiscalini Ranch Preserve:
Kitty Connolly, (805) 927-2856, kitty (at) fiscaliniranch.org  

Thank you for your interest in supporting Fiscalini Ranch Preserve!

 

The contents of this page are provided for informational purposes only and are not intended as a substitute for professional legal or estate-planning advice. Friends of the Fiscalini Ranch Preserve strongly recommends that you consult a professional advisor trained in handling trusts and estates when considering any planned giving options.