Stock & Securities Transfer

• Receive an immediate income tax deduction when giving stock or securities for the fair market value on the date of transfer (even if you originally paid much less for them).
• Pay no capital gains tax on the transfer when the stock is sold.

Giving appreciated stock can be more beneficial than giving cash. The “cost” of your gift is often less than the deduction you gain by making it.

Please use the following information to make a contribution of securities via DTC from any brokerage account into The Fund for West Marin’s Fidelity Investments brokerage account.

Fidelity Investments
PO Box 770001
Cincinnati OH 45277
DTC 0226
Account # Z47943395
For the benefit of The Fund for West Marin (West Marin Fund)

Important: Be sure to inform our Development team at donations@fundforwestmarin.org when making the transfer so that we can verify receipt of the transfer, issue a letter for tax purposes, and show our appreciation for your gift.

The Fund for West Marin is the public-facing name (DBA) of West Marin Fund, a California nonprofit public benefit corporation and tax-exempt 501(c)(3) organization. Contributions are tax-deductible to the extent allowed by law. Tax acknowledgment letters may reference our legal name, West Marin Fund. EIN: 27-4102086.