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
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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
National Financial 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