Gifts of Securities

  • Everything I experienced at Walden was designed and implemented toward a single end – the development of the individual student’s sense of her or his own worth as a creative human being.

    – James Mobberley, composer

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
Mailing Address:
Charles Schwab
2423 East Lincoln Drive
Phoenix, AZ 85016
800-472-9813

Account Name: The Walden School
Account Number: 8200-1352
DTC #: 0164
CODE#: 40

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.


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