Donate Stock

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Donate Stock

Making a gift of securities is easy. Follow the instructions below and then fill out the form so that we know to expect your transaction. Leadership Council San Mateo County accepts donations of stocks, mutual funds, and bonds. You may receive a tax deduction on their fair market value at the time of your donation as well as capital gains taxes where applicable. Please consult a financial advisor for details.

Donating Securities (stocks, mutual fund, bonds) to Leadership Council San Mateo County:

Step 1: Notify Leadership Council SMC by filling out the form below.

Step 2: Contact your broker with your donation request. Have them transfer the securities to: Edward Jones DTC#0057. Leadership Council SMC Account Number 548-23134-1-7

Please contact Erin Sinclair for questions or further instructions: Erin.Sinclair@edwardjones.com or (650) 343-0700.

First Name *

Last Name *

Donation Level:

$500

$1000

$1500

$2000

$2500

$5000

Other Donation Amount:

Email *

Phone *

Address 1

Address 2

City

State/Province

Zip

Description of Securities being donated: *

Number of Shares: *

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