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Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Santa Barbara Foundation.
By electronic transfer - Below is our preferred brokerage account information. If you prefer another brokerage, please let us know so we may provide you with the proper account details.
Wells Fargo Advisors
3660 State Street
Santa Barbara, CA 93105
Attention: Richard Pakes, Senior Vice President- Investment Officer
Phone: 805-730-5031
[email protected]
SBF Acct. # 6839 6859
DTC # 0141
Please contact Jessica Sanchez at [email protected] to let us know the purpose, exact number of shares being transferred and name of each security. This will allow us to expedite processing of your gift and ensure proper crediting.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
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