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Give the Gift of Stock

San Francisco Heritage

Through a gift of appreciated securities, you may enjoy two significant tax breaks while supporting SF Heritage’s mission to preserve and enhance the city’s architectural and cultural identity. Donors of appreciated securities may receive the following benefits:

  • Pay no capital gains tax on the donated securities
  • Tax deduction for the fair market value of the securities on the date of transfer, regardless of initial value paid

Stock Transfer Instructions:

Our Advancement team can work with you on stock transfers. Please find a link to the form with our brokerage information below.

Contact: (415) 441-3000 x11, or email, or mail a letter to 2007 Franklin Street, San Francisco, CA 94109.  It’s helpful when donors provide the following:

a. Name of Donor, address, phone and/or email
b. Name of stock or mutual fund and number of shares
c. Anticipated date of transfer
d. Special instructions, if any

Stock Contribution Form (coming soon)

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