Frequently Asked Questions
How do I make a gift of stock?
1. Contact your broker to arrange the gift. You may use the printable securities transfer form to make electronic transfers directly into our brokerage accounts. Please send the form to your broker and fax us a copy at (650) 498-7557.
2. Be sure to indicate if your gift should be directed to an area other than the Children's Fund or if your gift is in honor or in memory of someone special.
3. Do you not have a broker? Or do you have a certificate that you would like to give? Contact us to arrange the gift and to obtain instructions on how to transfer the certificate.
Are other brokerage accounts available?
Yes. Please contact our Development Services Department at (650) 497-8141 for additional account information.
Can I use stocks and securities in my estate planning?
Stocks and securities are commonly involved in planning your estate. This type of asset can fund various gift planning vehicles, and can be part of your estate planning considerations. To learn more, contact our office of gift planning.