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Make a Gift of Stock

iStock 509916739 gift of stock

Stocks can be given as a gift and the recipient benefits from any gains in the stock’s price. Gifting is easier than you think, and doing so may offer a few perks for you, too: you could avoid paying capital gains on stock that’s been appreciating for years.

To make a gift of stock, please read the information below and follow the instructions.

Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. You may also transfer certificates directly. This information applies to all gifts of securities to the Glaucoma Research Foundation.

Notification of Donor Intent

Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgement purposes:

  • Donor’s name and complete address
  • Name and number of securities transferred

You may use a stock gift form, provide a letter, or send an e-mail to communicate this information at the time of transfer.

Securities Delivered Electronically

The following information will enable your broker to facilitate an electronic transfer of stock:

Brokerage: The Pidgeon Group of Wells Fargo Advisors
555 California Street, Ste. 2300
San Francisco, CA 94104
Attn: Timothy P. Pidgeon
Managing Director – Investments
Tel: (415) 291-1256
Tel: (800) 634-4965
DTC Number: 0141
Account Name: Glaucoma Research Foundation
(Tax ID# 94-2495035)
Account Number: #36391572

Securities Delivered by Mail

Mail your unendorsed certificate(s) and stock power—in separate envelopes—by registered mail, to:

Glaucoma Research Foundation
Attn: Development
251 Post St. Ste. 600
San Francisco, CA 94108

Stock Gift Form

For your convenience, we’ve provided a stock gift form to download and fill out.

If you have any questions, please call Nancy Graydon at (415) 986-3162 ext. 231. 

Thank you for supporting our work!

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