Please follow these instructions for making a tax-deductible gift of stock, mutual fund shares or bonds to California State Parks Foundation. Donors will receive a formal acknowledgment and tax substantiation upon successful completion of a gift.

  1. Please call Patrick Heryford, Leadership Gifts Office at 415-262-4400, or email, and provide the following:
    • Name of donor, address and telephone number
    • Anticipated date of transfer
    • Restrictions on the purpose of the gift, if any
    • Name of stock and number of shares
    • Special instructions, if any
  2. Write a letter specifying the above information to:

    Patrick Heryford
    Leadership Gifts Office
    California State Parks Foundation
    50 Francisco Street Suite 110
    San Francisco, CA 94133

For stock to be delivered via wire transfer, please wire funds to:

Morgan Stanley Dean Witter
DTC# 0015
For further credit to 101-781262-725

California State Parks Foundation
Attn: Matthew Simi, (415) 693-6038

For stocks to be delivered in certificate form, mail stock certificate (do not endorse) to:

California State Parks Foundation
50 Francisco Street, Suite 110
San Francisco, CA 94133

  • Send by separate envelope, completed stock power. (pdf, 118kb)
  • Third party release forms; these forms must be notarized.

Mutual Fund Shares

For gifts of mutual fund shares, please contact Patrick Heryford directly. CSPF currently maintains accounts at various financial institutions, including UBS, Fidelity and Charles Schwab, and will work with you and your financial advisors to accommodate your needs.

The Federal Tax I.D. number for California State Parks Foundation is 94-1707-583.

Need more information, follow the links below to help answer your questions:


Contact Information

California State Parks Foundation

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