Your gift of stock provides an excellent tax savings opportunity while generously supporting Gladstone research.
Electronic Transfer of Stocks
Your broker will be able to assist in the electronic transfer of your gift using Gladstone's brokerage information:
- Fidelity Brokerage Services
- Account Representative at Fidelity: Steve Sledge
- Telephone Steve Sledge at 800-544-5704, Team #206
- Fidelity's DCT is 0226
- Gladstone's Fidelity account number is: X14-310930
The following information must be provided with your stock transfer:
- Donor's name and address
- Name and number of securities
- Approximate value of gift
- Your broker's name and contact information
Giving Stocks by Mail
You or your broker may mail the stock donation form, send a letter by mail, or send an e-mail which includes your donor information at time of transfer to:
Shaundra Bason
The J. David Gladsone Institutes
1650 Owens Street
San Francisco, CA 94158
Phone 415-734-2015
sbason@gladstone.ucsf.edu
Electronic Funds Transfer makes it easier than ever to make a cash donation.
You may donate cash to Gladstone via Electronic Funds Transfer, directly from your bank to ours.
Contact Shaundra Bason for details about transferring funds electronically.
Please call 415-734-2015 or email: sbason@gladstone.ucsf.edu for additional information.
