top of page

Making a Gift of Stock


Reasons to Consider Donating Appreciated Stocks

Gifting stock is a simple and powerful way to support MDIA and the new Education Center at Mitchell Canyon.


 It also offers you a number of financial benefits*

  • You can easily donate appreciated stocks, bonds, or mutual funds

  • The total value of the stock upon transfer is tax-deductible

  • There is no obligation to pay any capital gains taxes on the appreciation


*Note: Individual situations vary so donors should consult their advisors

You can make a gift in 2 steps:

Step 1. Contact Mike Brandy @MDIA:

Provide the following information so we can anticipate and acknowledge your gift:

  • Name of donor, address, and phone number

  • Name of stock or mutual fund, and number of shares to be donated

  • Anticipated date of transfer

  • Restrictions on the gift, if any

Step 2. Provide your stockbroker with the following information to insure your gift of stock is delivered to our MDIA account


Mount Diablo Interpretive Association

National Financial Services

Account name:  Mount Diablo Interpretive Association

Account #:0BP804269

DTC#: 0226



Attn Steve Baumhoff

350 California Street, 18th Floor

San Francisco, CA 94104

Phone: 415 705 7187

bottom of page