Thank you for considering a gift of securities to The Walden School. The process is easy and the benefits many. A gift of appreciated securities may entitle you to a charitable income tax deduction. In addition, since the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply.
How to make a gift of securities to The Walden School:
Brokerage: Charles Schwab
2423 East Lincoln Drive
Phoenix, AZ 85016
Account Name: The Walden School
Account Number: 8200-1352
DTC #: 0164
We will also need the following information:
- Your name and complete address
- Name of securities
- Number of shares transferred
- Date of transfer
- Designated fund for the gift (Annual Fund, Scholarship Fund, etc.)
Please consult your tax advisor if you have any tax-related questions. For any other inquiries, please call the San Francisco office at (415) 648-4710, or send an email to Jonathan Thomas, Development Manager.