Gifts of Stock or Securities

Gifts of securities are encouraged and greatly appreciated! In most cases, there can be significant advantages to giving publicly traded securities. When you've held a security for more than a year, you may: 

· Deduct the fair market value on your taxes
· Save on capital gains

As a non-profit organization, Peninsula School is exempt from paying taxes, and receives the full value of your gift upon liquidation.

To make your stock or securities gift to Peninsula School, please follow these instructions:

1)    Contact your stockbroker and provide the following information:
Wire Transfer Information:
Schwab DTC # 0164, Code 40
Account # 6067-9549
Schwab phone 800-435-4000

2)    Email or call Beth Lee, Peninsula School’s Director of Finance and Operations, at beth.l@peninsulaschool.org OR 650-281-2472

Please provide the following information:
Your Name
Your Phone
Name of Stock
Number of Shares