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Gifts of Stocks and Bonds

Stock transfer notification form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Santa Barbara Botanic Garden.

Flowchart: Donor makes a gift of stocks or bonds to the Garden.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - For transfer of mutual funds or a gift of stock to the Garden, please supply the following information to your broker and make sure to notify us of your stock transfer.

DTC Eligible Securities

Participant number: 2803 (US Bank Trust)
Account Name: Montecito Bank & Trust # 5002657-000
For further credit to client number, please reference the following information:

Wealth Account Number: 8561-00
Client Name: Santa Barbara Botanic Garden

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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