Gift of Stocks, Bonds or Mutual Funds

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 Martha Henderson, Major Gifts Officer or Mike Bankert, Vice President of Finance at 415-262-4400 or email them at martha@calparks.org or mike@calparks.org 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:

Mike Bankert
Vice President of Finance
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# 015

For further credit to 101 781262-154
California State Parks Foundation
Attn: John Ritchie (415) 693-6087

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 Martha Henderson martha@calparks.org or Michael Bankert mike@calparks.org directly.  The Foundation 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.