Giving a Gift of Stock to ACR
By giving appreciated property like stocks or bonds, donors can avoid paying capital gains taxes on the appreciation, receive a tax deduction for the full value of the gift, and support Audubon Canyon Ranch at a lower cost.
When ACR receives a stock gift, our policy is to sell the stock as near as possible to the date of the gift.
If you wish to donate stock, please:
- Notify your broker (preferably in writing for your records) that you are making a charitable gift of stock to ACR.
- Instruct your broker to transfer the stock into ACR’s account at Pflueger & Baerwald:
Ms. Patricia Neys
Mr. Joe Ruby
Pflueger & Baerwald
220 Sansome Street, Suite 700
San Francisco, CA 94104-2722
Stock (or funds) should be deposited to:
ACR General Operating Fund
- Contact the ACR Development Department of the arrangements you have made. This is important because your broker may not include your name in the transfer, in which case we would not be able to identify you as the donor. Notifying us enables us to track the transfer of the stock and acknowledge your gift promptly.
If you have questions or if we can assist you in making a gift of stock, please contact the ACR Development Department at 415.868.9244 ext. 119.
Thank you for your support of Audubon Canyon Ranch.