Stock Donations
Glide welcomes donations of stock. Stock donations help you avoid capital gains taxes and can help reduce your income tax burden. Electronic delivery of stock shares is most secure and expedient, but you are also welcome to transfer certificates directly.
To transfer stock to the Glide Foundation, donors must provide the following information for audit and acknowledgment purposes:
- Donor's name and address
- Name and number of securities transferred
- Specific Glide Foundation programs to which gift should be directed, if any.
Please fax, mail, or email the information at the time of transfer to:
Glide Foundation
Development Office
330 Ellis Street
San Francisco, CA 94102
415-674-6070 (direct line)
415-292-0623 (fax)
fund_development@glide.org
If you are transferring the stocks electronically, your broker will need the following information:
- Brokerage: Schwab Brokerage
- Account Number: 3716-8501
- DTC Numbert: 0164
- Code: 40
- Name of the Account: The Board of Trustees of the Glide Foundation: Stock Receipt
If you prefer to deliver stock by mail, send your unendorsed certificate(s) and stock power in separate envelopes, by registered mail, to:
Glide Foundation
Development Office
330 Ellis Street
San Francisco, CA 94102
If you have questions about the physical DTC transfer, you may contact our Investment Managert Andy Brown, with Waterline
at (310) 256-2568.