Stock Gifts

Thank you for your interest in making a gift of stock to Sempervirens Fund. Stock gifts are valued at the time of transfer to Sempervirens Fund and the value of the gift is tax-deductible to the extent allowed by law. When you donate a gift of stock to Sempervirens Fund, you pay no capital gains tax on the sale.

Please follow these instructions when arranging for your donation:

Electronic stock transfers

Contact your stockbroker and instruct him/her to transfer the shares to Sempervirens Fund’s account located at:

• DTC#: 0015 Morgan Stanley
• Account Name: Sempervirens Fund
• Account Number: 112-097937-152

If you need assistance, you and your broker are welcome to contact our representative at Morgan Stanley: Tom Simmons, at (650) 853-4004.

Please notify Sempervirens Fund regarding the number of shares and the stock name so that we can quickly identify them when they arrive in our account. Contact Kerry Bresnahan, Director of Advancement at (650) 949-1453 or via email at kbresnahan@sempervirens.org.

Gifts of stock certificates

When you have stocks or bonds in certificate form and want to make a gift of all the shares represented by the certificate, and the certificate is in your own name, you can assign it to Sempervirens Fund using a “stock assignment” form, which does not need to have the signature guaranteed or notarized. Stock certificates accompanied by a signed “stock assignment” are just like cash to anyone who has them. Therefore, it is best to either hand deliver the documents or to send them under separate cover. Separately they are not negotiable; nevertheless, sending the certificate by registered mail is a worthwhile and inexpensive precaution.

To give a portion of a stock and retain the rest, when shares are held in certificate form, please send us the certificate assigned or signed as necessary, just as if you were donating all the shares EXCEPT the certificate must be accompanied by a letter stating your intention to keep a certain number of shares. We will then have a new stock certificate issued and return it to you with the remainder of the shares. If you want the remaining shares deposited to an electronic account, rather than having a new certificate issued, please include that information in your transmittal letter.

For assistance with any stock gift, please contact Kerry Bresnahan, Director of Advancement, at (650) 949-1453 or kbresnahan@sempervirens.org.