Gifts of Stock or DAF (Donor Advised Fund)
Gifts of stock or other appreciated property offer two-fold tax savings: donors pay no capital gains on the increased value of the appreciated property, and they receive an income tax deduction for the full market value at the time of the gift. Transferring securities is easy. Just give your broker the following information:
BROKERAGE: Charles Schwab & Co.
ACCOUNT NAME: Berkeley Public Schools Fund
ACCOUNT NUMBER: 9324-6127
DTC NUMBER: 0164
Please notify us if you are making a stock gift. This ensures that we can acknowledge your gift and send you a tax receipt.