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Stock Gifts


 

Making a gift of stocks can be a very smart way to support helping to create a better future for the SD River, wildlife and our region.

 

With appreciated stock you may not need to pay capital gains! Therefore, you can put the full value to work to make an impact. Please (check with your tax or financial advisors to learn of any limitations.

You receive an immediate income tax deduction for the fair market value of the stocks on the date of the transfer, no matter the original value.

The stocks need to be transferred directly to our stock broker.



Here is the information you need:

Wells Fargo Advisors
DTC#0141
Phone: 858-523-7904, Jeffrey Liber

The San Diego River Park Foundation
Account Number: 1705-7548



1. We advise your stock broker to call Jeffrey Liber or one of his associates at 858-523-7904. Mr. Liber processes our stock gifts as a Wells Fargo Advisor. Please let him know that the stocks will be donated. He can confirm any information and answer any questions about the process.

2. Please let Rob Hutsel, President and CEO of the San Diego River Park Foundation, know of your intent to donate stocks (or that they have already been donated).
Rob Hutsel 619-244-7024 or rob@sandiegoriver.org.

We want to make sure we credit your donation appropropriately. The donation can be for general purposes or directed to one of our programs. Just let Rob know or talk with him about what you would like the impact to be.

Important Note: "The" must be included as it is part of our legal name.


Donations to The San Diego River Park Foundation are tax-deductible as allowed by law. We are a 501c3 public benefit nonprofit. For legal or tax advice, please consult an attorney or financial advisors.

Legal Name: The San Diego River Park Foundation
EIN: 01-0565671
Address: 4891 Pacific Highway, Suite 114; San Diego, CA 92110
Phone: 619-297-7380

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