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How to Donate Stock
A charitable gift of stock provides an opportunity for tax savings while generously supporting The Cedars of Marin. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. However, you may also transfer certificates directly.
Notification of Donor Intent
Please notify us about your gift of stock for auditing and acknowledgement purposes. Please include your name and complete address, the name and number of securities transferred. You may deliver this via e-mail , letter or fax. For your convenience you may print the following Stock Donation Form, |
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Securities Delivered Electronically: The following information will enable your broker to facilitate an electronic transfer of stock: Please call or email us to let us know you are transferring stock as a donation. DTC Number: 0418 Account Number: 528-01220-10-050 Account Name: The Cedars of Marin (Tax ID: 94-1606518)
Brokerage: Smith Barney Attn: Robert McDaniel 750 Lindaro Street, Suite 300 San Rafael, CA 94901 Phone: (415) 460-6207
Securities Delivered by Mail: You can forward your stock certificate(s) directly to The Cedars of Marin. Mail your unendorsed certificate(s) and stock power form via Registered Mail, in separate envelopes to:
The Cedars of Marin Attn: Karen Coman P.O. Box 947 Ross, California 94957
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