How to Donate Stock

How to donate stock to the Parks Foundation

Appreciated shares of stocks are an excellent gift option. You will receive a charitable deduction for the value of the donated shares, and you won’t have to pay capital gains tax on the increased value of the shares. Read why it might make sense to donate your best investments instead of cash, from Schwab Charitable.

To make a stock donation, please follow these steps. Please note that transactions may take as long as three weeks to be processed.

1. Inititate the transfer by contacting your stockbroker. Request a transfer of shares using this information:

Receiving Account Name: Sonoma County Regional Parks Foundation (Tax ID: 68-0421813)
Receiving Account number: 4381-6128
DTC Number: 0164
Parks Foundation Broker: Charles Schwab Telephone 1-800-435-9050

2. Please Complete the form below. IMPORTANT: Due to client privacy restrictions, most brokerages will not release individual donor information to the Parks Foundation. Please complete the form below or contact us so that we may properly acknowledge your gift with a letter and tax receipt.

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