Business Partner Program
Make a Tax-Free Stock Transfer
Gifts of stock are always welcome. The benefits of giving appreciated securities are significant. By donating stock rather than selling it, you can avoid potential capital gains taxes. Shares can be transferred directly from your brokerage account to the YES (The Ross Valley School Foundation) account. Please consult with your tax adviser to determine your tax savings.
Please transfer as follows:
Fidelity Clearing & Custody Solutions Account # EQ3-534953
DTC # 0226
Account Name: Yes Foundation
Please email Laura Langston once you’ve made the transfer. We sell it when received and that is the amount of your donation. Then we can email you a thank you letter that you can use to request a corporate matching gift, if applicable.