Stock Transfer Gift

A gift of appreciated assets, such as securities, will provide a tax deduction for the full market value of the asset and could also eliminate the capital gains tax you might incur from the sale of the appreciated asset. You may print out and use our stock transfer form to initiate a stock gift for Spirit Rock.

Please let our Development Office know when you have initiated a stock gift.

SEC privacy regulations prevent our bank from telling us the source of any given stock transfer, so we need you to let us know who you are. After initating a stock transfer, please phone us at 415.488.0164 x 286 or email RachelU@spiritrock.org so we can properly acknowledge your generosity.

To make a stock gift, please fill out the form below and forward to your broker.

Stock Transfer Form