Make a 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.
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:
You may use a stock gift form, provide a letter, or send an e-mail to communicate this information at the time of transfer.
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: Robert Hamill, CFP®
Direct: (415) 291-1218
Tel: (800) 634-4965
DTC Number: 0141
Account Name: Glaucoma Research Foundation
(Tax ID# 94-2495035)
Account Number: #36391572
Mail your unendorsed certificate(s) and stock power—in separate envelopes—by registered mail, to:
Glaucoma Research Foundation
251 Post St. Ste. 600
San Francisco, CA 94108
(The printed edition of the Gleams newsletter is only available if you live in the United States or Canada)