Stock Gifts

We’re able to accept donations of appreciated securities (stock) by electronic transfer through the Depository Trust Company (DTC). This can be arranged with your financial advisor through most brokerage accounts.

Why make a stock gift?

With a gift of securities, you pay no capital gains taxes and may be able to deduct the full fair market value of appreciated stocks or mutual funds held longer than one year.

Giving stock is simple:

  1. We ask that you contact Kimberly Adinolfi at kimberly@fistulafoundation.org prior to completing this transaction to provide details on the number of shares and type of stock being donated. Often donor information is not included when shares are transferred to Fistula Foundation and we’d love to thank you for your generosity. Plus, taking this step will ensure that your stock gift can be easily tracked for tax purposes.
  2. Request a stock gift transfer through your broker using the following information:

Account: Charles Schwab – Sunnyvale Branch
Account Name: The Fistula Foundation
Account Number: 5196-7708
Schwab’s DTC clearing number is 0164, code 40.

Should your broker need to speak with someone he/she should contact:

Matthew Munro
Sand Hill Global Advisors, LLC
245 Lytton Avenue • Suite 300 • Palo Alto CA 94301
Direct tel:  650.854.9150 | Fax:  650.618.1619
mmunro@shadv.com

Instructions on making a donation of stock can be downloaded by clicking on this link.

Please contact Kimberly Adinolfi at kimberly@fistulafoundation.org or by calling (408) 249-9596 with any questions.