Donate - Stock

Making a gift of securities is simple and offers a number of valuable financial benefits:

• You can donate appreciated stocks, bonds or mutual funds
• The total value of the stock upon transfer is tax-deductible
• There is no obligation to pay any capital gains taxes on the appreciation
• Savvy can sell your stocks tax-free and use 100% of your gift to support our work

If you wish to donate stock or are acting on behalf of a donor who plans to contribute securities please fill out this form and mail it to our office:

Attn: Sarah Haldan
World Savvy
999 Sutter Street, 4th Floor
San Francisco, CA 94109
or call (415) 292-7421 and ask to speak with Sarah Haldan.

Please note: Stock donations transferred directly to our broker arrive in our account with no donor information, therefore it is essential that you provide us with your/your client's name and address as well as the type of stock, number of shares, and expected date of transfer.