Donate Securities

What are the advantages of donating securities?

A stock gift to PVSF may give the donor an income tax deduction and avoid capital gains tax, thereby reducing the donor's after-tax cost of the donation. We encourage you to check with your financial advisor to take full advantage of these possible savings.

Tax savings may be achieved in two ways:

• First, you pay no capital gains tax on a transfer of stock to PVSF
• Second, you may receive an income tax charitable deduction for the full fair market value of the stock on the date of the gift (assuming you have held the stock longer than 12 months).

How do I donate securities?

Basically, you will complete three forms to notify PVSF, your financial institution, and Charles Schwab of the transaction. Forms depend on the transaction type, so please choose the correct one:

• Send a physical stock certificate
• Transfer stock from your own Charles Schwab account
• Transfer stock from an institution other than Charles Schwab

Note: if you have restricted stock, please contact us.

For assistance please contact us.

Portola Valley Schools Foundation * 4575 Alpine Road * Portola Valley CA 94028 * (650) 851-1777 x3011