Walden School - Support Walden

Gifts of Securities

Thank you for considering making a gift of securities to The Walden School. The process is easy, and the benefits many. For you, a gift of appreciated securities may entitle you to a charitable income tax deduction, and eliminates the capital gains tax you would have to pay if you sold the securities on the open market first and then donated the proceeds to Walden. And for students at Walden, your support helps keep the music happening.

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: 9165-0776
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 Esther Landau, Director of Development.