Stock Gifts
Making a gift of stocks can have a tremendous impact. If it is appreciated stock, you may not need to pay capital gains! (check with your tax or financial advisors to learn of any limitations)
You receive an immediate income tax deduction for the fair market value of the stocks on the date of the transfer, no matter the original value.
In these times of soaring stock values, the benefit of not having to pay capital gains on appreciated stocks, can be immense. Rather than selling stocks, you can retain all of the value to make a gift with the greatest impact by gifting stocks directly to The San Diego River Park Foundation.
Check with your tax and or financial advisor for details.
The stocks will need to be transferred directly to our stock broker.
Please follow these steps when making your stock donation:
- Notify The San Diego River Park Foundation.
We want to thank you for your gift! Please contact our CEO Rob Hutsel at 619-297-7380 x 108 or rob@sandiegoriver.org to let him of your gift. He can also answer questions. Please let him know if your gift is for general purposes or for a specific one.
- Transfer Your Shares.
Here is the information you will need to provide to your broker: (Click Here for PDF with this info so you can forward)
Wells Fargo Advisors
DTC#0141
Phone: 858-523-7904, Jeffrey Liber
The San Diego River Park Foundation
Account Number: 1705-7548
Note: "The" must be included as it is part of our legal name.
- Instruct Your Broker.
Please instruct your broker to notify The San Diego River Park Foundation by email (rob@sandiegoriver.org) at the time of the transfer, so we can look for your gift and properly acknowledged for tax purposes (or you can let us know directly, too).
Donations to The San Diego River Park Foundation are tax-deductible as allowed by law. We are a 501c3 public benefit nonprofit. For legal or tax advice, please consult an attorney or financial advisors.
Legal Name: The San Diego River Park Foundation
EIN: 01-0565671
Address: 4891 Pacific Highway, Suite 114; San Diego, CA 92110
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