Consider a stock gift to POST.
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:
Fidelity Investments
DTC #0226
For Credit to: Peninsula Open Space Trust
Account Number: 613-945692
Sand Hill Advisors, LLC
245 Lytton Ave, Suite 300
Palo Alto, CA 94301
Attention: Christina Ko
Tel: (650) 854-9150
Fax: (650) 854-2941
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 X303
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.
