Stock Donation | sfbaymsi
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Stock Donation

Share your Shares

Are you interested in making a charitable gift that may yield double tax benefits and additional savings? If so, a gift of appreciated stock may be the right option for you.

A gift of stock may provide more benefits than a cash gift.

For more information, please email MSI Advancement Director, Melanie Kimbel at melanie@sfbaymsi.org, or call (650) 364-2760 x14.

How to Donate Stock

Gifts of stock are an easy way to contribute to MSI.

 

Make a stock gift to MSI:

Give your broker the following information to facilitate the transfer of shares.

Consult your tax advisor and broker regarding the tax-deductibility and timing of your gift:

Charles Schwab & Co., Inc.

DTC Clearing 0164, Code 40

For Credit to: Marine Science Institute 

Account Number:  5919-9705

Taxpayer I.D. Number: 94-1719649

 

Prior to transferring shares, please notify MSI Advancement Director, Melanie Kimbel, at melanie@sfbaymsi.org or (650) 364-2760 x14 and indicate:

Donor name

Name of stock

Number of shares being donated.

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