Gifts of Stocks, Bonds or Mutual Funds

	When you make your next gift to WildCare, consider donating stocks, bonds or mutual funds, a tax-wise alternative. WildCare accepts gifts of publicly traded stocks, bonds and mutual funds. If you would like to make a gift of appreciated stock to WildCare, you will need the following information: WildCare EIN#: 51-0172331 WildCare Broker Name: Morgan Stanley Smith Barney: WildCare Account Number at Morgan Stanley Smith Barney: 528-106-865 Morgan Stanley Smith Barney DTC number: 0015 Morgan Stanley Smith Barney Local Telephone Number: (415) 460-6207 Please inform your banker or broker that you would like to make this gift.. S/he can advise you regarding the specific procedures at your bank or brokerage firm.Questions about making gifts of appreciated stock to WildCare? Please call us at (415) 453-1000, ext. 13 General Information Please call Jan Armstrong in the Development Department at 415.453.1000 x13 to facilitate your gift or if you have questions. As with any gift to WildCare, please consult your tax advisor for the exact tax benefits of your charitable contribution.
	Stocks or Bonds Held by Your Banker or Broker Please have your banker or broker transmit the details of your gift to Jan Armstrong in the Development Department by calling 415.453.1000 x13, or by writing to: WildCare Development Department Attn: Gifts 76 Albert Park Lane San Rafael, CA 94901 You may deliver the stock or bond certificate(s) to your banker or broker with a letter of instruction to transfer the certificate(s) to WildCare. Please see Sample Letter for Stocks or Bonds (will open as a Microsoft Word document) for an example of a letter requesting such a transfer.
	Stock or Bond Certificates in Your Possession If you do not have a banker or broker for the purposes of this gift, you may mail the stock or bond certificate(s) registered in your name to WildCare. The certificate(s) must be accompanied by a stock power that you have signed in the presence of a notary. The stock power must be signed exactly as your name is listed on the face of the certificate(s). Send the certificate(s) by registered mail (and return receipt requested if you would like to receive proof of delivery) and the stock power, under separate cover by first class mail to: WildCare Development Department Attn: Gifts 76 Albert Park Lane San Rafael, CA 94901 Upon receipt, your gift will be recorded and the certificate(s) sent to WildCare’s broker for immediate disposition. General Information Please call Jan Armstrong in the Development Department at 415.453.1000 x13 to facilitate your gift or to ask questions. You may also contact her by email at janarmstrong@wildcarebayarea.org. As with any gift to WildCare, please consult your tax advisor for the exact tax benefits of your charitable contribution.
	Mutual Funds To give a gift of mutual funds that are held by your banker or broker, or that are in certificate form, please use the same procedure outlined in detail in the Gifts of Stocks or Bonds section of this website. To give a gift or mutual funds held by the fund, the usual procedure is to send a letter (click for a Sample Letter to Mutual Fund) to the mutual fund indicating your account number and instructing them to transfer the number of shares to: WildCare (tax identification number) 51-0172331 Development Department Attn: Gifts 76 Albert Park Lane San Rafael, CA 94901 Most mutual funds have an 800# for shareholder questions. You should contact the company for their specific procedures before writing your letter of instruction. Your fund may require a signature guarantee on your letter. Please see Sample Letter for Mutual Funds (will open as a Microsoft Word document). This material should be sent by certified mail; ask for return receipt requested if you wish to receive proof of delivery. Please keep copies of all correspondence for your records. You can send a copy of your gift letter to WildCare as notification of your gift. General Information Please call Jan Armstrong in the Development Department at 415.453.1000 x13 to facilitate your gift or to ask questions. You may also reach her by email at janarmstrong@wildcarebayarea.org. As with any gift to WildCare, please consult your tax advisor for the exact tax benefits of your charitable contribution.