If you plan to transfer a gift of stock to our organization, please fill out our notification form.
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to California Botanic Garden.
By electronic transfer - Please click here for instruction on how to transfer stock or bonds from your brokerage or investment account to California Botanic Garden. If you have additional questions about transfers or need assistance please contact us.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.