GIFT OF STOCKS, BONDS OR MUTUAL FUNDS

Thank you for considering making a gift to California State Parks Foundation. Your generous support will help us fulfill our mission of protecting, improving and advocating for all 280 state parks, beaches, and historic sites in California.

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

STEP 1: Contact Patrick Heryford, Leadership Gifts Officer at (415) 262-4917, or email donate@calparks.org and provide the following:

  • Name of donor, address and telephone number
  • Anticipated date of transfer
  • Name of stock and number of shares

STEP 2:

Stock Transfer: Stocks may be delivered via wire transfer to:

Morgan Stanley Dean Witter
DTC Number: 0015
Account Number: 101-781262-725
California State Parks Foundation
Attn: Matthew Simi, (415) 693-6038

Stock Certificate: Non-endorsed stock certificates may be delivered to:

California State Parks Foundation
Attn: Patrick Heryford
50 Francisco Street, Suite 110
San Francisco, CA 94133

In a separate envelope, send the completed Irrevocable Stock or Bond Power form. This release form must be notarized.

Mutual Fund Shares: Contact your broker or financial planner for the appropriate transfer form. The account number is the same as the one shown above in the Stock Transfer section.

For other types of transfers or donations not covered above, contact Patrick Heryford at (415) 262-4917
The Federal Tax identification number for California State Parks Foundation is 94-1707583.

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

Financials

Contact Information

California State Parks Foundation

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