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Stocks, Securities, and Mutual Funds

Please note that the information provided is intended for educational purposes only and is not considered legal, accounting, or other professional advice.

Did you know that giving stocks can help you avoid paying capital gains taxes while providing an income tax deduction for the full value of the gift (for stocks owned for more than a year)? Gifts of securities are often more beneficial to the donor than cash.

For example:

Avoid all capital gain taxes on the appreciated stocks.

Claim an income tax deduction for the full value of the appreciated stocks, if you’ve owned them for more than a year.

Make an immediate impact on the mission of the San Francisco Historical Society.

How it works

1. Notify the San Francisco Historical Society’s executive director, Todd Mayberry, at Todd@SFHistory.org, with your intention to donate securities prior to the transfer.

2. Have your broker or financial advisor transfer appreciated securities to the DTC account listed below.

3. Transfer appreciated securities directly to us (and avoid all capital gains taxes).

4. Receive a tax receipt for the value of the assets.

5. The securities are immediately sold and the funds are put directly to use.

Details

Make your gift over the phone, by mail or via a financial advisor.

Ask your broker to donate using the information provided below:

DTC #: 0226
Account # RJL-060274
Account Name: San Francisco Historical Society

SFHS Broker:

Rockefeller Capital Management
Two Embarcadero Center, Suite 2320
San Francisco, CA 94111

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