Thank you for considering making a stock gift to the Peninsula Open Space Trust.

A gift of securities is fully tax-deductible at its market value at the time of your contribution. To make a gift of stock to the Peninsula Open Space Trust, please follow these procedures:

  1. Contact your stockbroker. Your stockbroker can make a direct electronic transfer of your stock certificates to the account of the Peninsula Open Space Trust with the following information:

    DTC #226 National Financial Services

    Account Name: Peninsula Open Space Trust
    Account Number: P61-045870

    Banc of America Investment Services
    555 California Street, 7th Floor
    San Francisco, CA 94104
    Mail code: CA5-705-07-41
    Attention: Marc Steinberg
    Phone: (925) 817-4410
    Fax: (925) 817-4417

  2. Give your stockbroker the Peninsula Open Space Trust's taxpayer identification number: 94-2392007.

  3. Notify the Peninsula Open Space Trust as soon as the transfer instructions have been given so that we can alert our stockbroker. To notify the Peninsula Open Space Trust, you or your stockbroker should contact:

    Kathleen Ward, Associate Major Gifts Officer
    Peninsula Open Space Trust
    222 High Street
    Palo Alto, CA 94301
    (650) 854-7696

Please provide the Peninsula Open Space Trust with the name of the security, the number of shares to be donated, and the name and phone number of your stockbroker. This notification enables the Peninsula Open Space Trust to alert our own stockbroker that your gift is to arrive and to provide an acknowledgement for tax purposes.

Thank you for your commitment to the Peninsula Open Space Trust and our Peninsula lands.