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*
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You can easily donate appreciated stocks, bonds, or mutual funds
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The total value of the stock upon transfer is tax-deductible
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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:
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Name of donor, address, and phone number
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Name of stock or mutual fund, and number of shares to be donated
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Anticipated date of transfer
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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
Tax ID# 23-7444529
UnionBanc Investment Services
Account name: Mount Diablo Interpretive Association
Account #:0BP804269
DTC#: 0226
Broker
Attn Steve Baumhoff
350 California Street, 18th Floor
San Francisco, CA 94104
Phone: 415 705 7187