Giving Stock

Giving Stocks

ANOTHER WAY TO GIVE........GIFT OF STOCK


Donation options to CMLSF have been improved and expanded to
include gifting appreciated stock!

Donating appreciated securities has significant benefits:

• You don’t pay capital gains tax when you make a stock transfer directly to
CMLSF.
• You qualify for a tax-deduction based on the fair market value of the stock if
you have held your stock for over a year.

Please consult with your tax advisor for more information.

To make a gift of stock, simply instruct your broker by filling out the stock transfer
form to transfer the shares to the Foundation’s Charles Schwab account. Electronic
transfer instructions will be provided upon request or on our website. Once you
have initiated the stock transfer with your broker, please mail the form to the
Foundation office at 230 Doherty Drive in Larkspur. The Foundation must be
aware of your intention so that we can monitor the account for receipt. All stocks
transferred to the CMLSF will be valued and recorded as of the date the donor
relinquished control of the asset in favor of CMLSF.

Download the Form (PDF)

For more information, please contact
Jane Powell
Treasurer Corte Madera Larkspur Schools Foundation
Treasurer@CMLSF.org
(415) 927-6960 x3208

Thank you very much for your support!