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Stocks & Securities

Stocks and Securities

You invest. A child profits. It’s that simple. By making a donation in the form of stocks, bonds, mutual funds or other appreciated securities, you are making an investment in the future of children in your community.

Advantages of Donating Stocks and Mutual Funds
Donors may choose to make gifts to BBBSBA using long-term appreciated stocks and mutual funds due to the attractive tax advantages associated with such gifts.

The benefits available to you when making a contribution of stock or mutual funds may include:
  • Avoiding federal and state tax on the capital gain
  • Receiving an income tax deduction for the full market value of the gift (if you itemize deductions on your tax return and have held the assets one year or longer)
  • Making a larger gift at a lower original cost to you

Donating Stock or Bonds Held By a Bank or Broker
If your equities are currently held at a bank or in a brokerage account, simply send a letter of instruction to your broker or banker with a full description of the securities and your gift's intended purpose. Securities can be sent electronically using the following transmittal instructions:

Wells Fargo Advisors

Bank Account Number: 5204-5906
Bank DTC Number: 0141

Bank Contact: Anjuna Nayak
794 Davis Street
San Leandro, CA 94577

Please advise us of your gift by notifying us at or 415-503-4057.

Effective Date and Value of Your Gift
Your gift of stock or publicly traded securities will be valued based on the mean market price of the securities on the date the stock is received in our account. We will provide you with a receipt for your tax records.

If you have questions or need more information, contact us at or 415-503-4057.


© 2017 Big Brothers Big Sisters of the Bay Area
Serving Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano & Sonoma Counties

65 Battery Street, Second Floor, San Francisco, CA 94111, 415-503-4050
825 Washington Street, Suite #202, Oakland, CA 94607, 510-836-8713
600A Valley Way, Milpitas, CA 95035, 408-586-0150
1618 2nd Street, San Rafael, CA 94901, 415-453-3800
3860 Broadway St., Ste. 109, American Canyon, CA 94503, 707-258-6346

BBBSBA Tax ID #23-7108045

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Big Sisters of America, Inc. (BBBSA) and are used under a license from BBBSA. All rights reserved.